B
Birchbrook’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
5,274
+162
| +3% | +$44.2K | 0.77% | 30 |
|
|
2025
Q1 | $1.37M | Sell |
5,112
-105
| -2% | -$28.2K | 0.77% | 29 |
|
|
2024
Q4 | $1.74M | Sell |
5,217
-110
| -2% | -$36.8K | 0.99% | 21 |
|
|
2024
Q3 | $1.46M | Buy |
5,327
+276
| +5% | +$75.5K | 0.81% | 29 |
|
|
2024
Q2 | $1.3M | Sell |
5,051
-107
| -2% | -$27.5K | 0.78% | 27 |
|
|
2024
Q1 | $1.55M | Sell |
5,158
-717
| -12% | -$216K | 0.92% | 25 |
|
|
2023
Q4 | $1.55M | Buy |
+5,875
| New | +$1.55M | 1.02% | 23 |
|