Bigelow Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $553K | Buy |
|
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|
2024
Q2 | $483K | Sell |
|
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|
2024
Q1 | $567K | Sell |
|
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $344K | Buy |
|
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $206K | Buy |
|