BIA
Bigelow Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
1,759
+99
| +6% | +$27K | 0.21% | 112 |
|
|
2025
Q1 | $445K | Sell |
1,660
-108
| -6% | -$29K | 0.21% | 111 |
|
|
2024
Q4 | $591K | Sell |
1,768
-254
| -13% | -$84.9K | 0.28% | 95 |
|
|
2024
Q3 | $553K | Buy |
2,022
+143
| +8% | +$39.1K | 0.25% | 108 |
|
|
2024
Q2 | $483K | Sell |
1,879
-3
| -0.2% | -$771 | 0.23% | 109 |
|
|
2024
Q1 | $567K | Sell |
1,882
-27
| -1% | -$8.13K | 0.28% | 99 |
|
|
2023
Q4 | $502K | Buy |
1,909
+30
| +2% | +$7.89K | 0.27% | 97 |
|
|
2023
Q3 | $381K | Buy |
1,879
+27
| +1% | +$5.48K | 0.22% | 109 |
|
|
2023
Q2 | $391K | Buy |
1,852
+130
| +8% | +$27.5K | 0.21% | 111 |
|
|
2023
Q1 | $344K | Buy |
1,722
+5
| +0.3% | +$999 | 0.2% | 116 |
|
|
2022
Q4 | $228K | Buy |
1,717
+44
| +3% | +$5.83K | 0.13% | 134 |
|
|
2022
Q3 | $241K | Buy |
+1,673
| New | +$241K | 0.14% | 126 |
|
|
2022
Q2 | – | Sell |
-1,004
| Closed | -$213K | – | 145 |
|
|
2022
Q1 | $213K | Buy |
+1,004
| New | +$213K | 0.1% | 143 |
|
|
2021
Q4 | – | Sell |
-760
| Closed | -$206K | – | 145 |
|
|
2021
Q3 | $206K | Buy |
+760
| New | +$206K | 0.1% | 138 |
|