Bison Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $747K | Buy |
2,234
+184
| +9% | +$61.5K | 0.16% | 112 |
|
|
2024
Q3 | $561K | Sell |
2,050
-90
| -4% | -$24.6K | 0.09% | 219 |
|
|
2024
Q2 | $645K | Hold |
2,140
| – | – | 0.1% | 200 |
|
|
2024
Q1 | $645K | Buy |
2,140
+209
| +11% | +$62.9K | 0.1% | 200 |
|
|
2023
Q4 | $508K | Buy |
1,931
+71
| +4% | +$18.7K | 0.09% | 233 |
|
|
2023
Q3 | $377K | Sell |
1,860
-226
| -11% | -$45.8K | 0.07% | 268 |
|
|
2023
Q2 | $441K | Buy |
2,086
+885
| +74% | +$187K | 0.08% | 239 |
|
|
2023
Q1 | $244K | Sell |
1,201
-41
| -3% | -$8.34K | 0.08% | 217 |
|
|
2022
Q4 | $205K | Sell |
1,242
-158
| -11% | -$26K | 0.07% | 253 |
|
|
2022
Q3 | $201K | Buy |
1,400
+150
| +12% | +$21.5K | 0.08% | 238 |
|
|
2022
Q2 | $206K | Sell |
1,250
-464
| -27% | -$76.5K | 0.12% | 175 |
|
|
2022
Q1 | $364K | Sell |
1,714
-185
| -10% | -$39.3K | 0.19% | 142 |
|
|
2021
Q4 | $483K | Sell |
1,899
-86
| -4% | -$21.9K | 0.28% | 92 |
|
|
2021
Q3 | $538K | Buy |
1,985
+6
| +0.3% | +$1.63K | 0.25% | 100 |
|
|
2021
Q2 | $483K | Buy |
+1,979
| New | +$483K | 0.21% | 121 |
|
|
2021
Q1 | – | Sell |
-1,437
| Closed | -$320K | – | 469 |
|
|
2020
Q4 | $320K | Buy |
1,437
+555
| +63% | +$124K | 0.15% | 165 |
|
|
2020
Q3 | $222K | Buy |
+882
| New | +$222K | 0.13% | 164 |
|
|
2020
Q2 | – | Sell |
-5,417
| Closed | -$780K | – | 355 |
|
|
2020
Q1 | $780K | Sell |
5,417
-2,117
| -28% | -$305K | 0.57% | 52 |
|
|
2019
Q4 | $1.23M | Sell |
7,534
-2,605
| -26% | -$424K | 0.59% | 46 |
|
|
2019
Q3 | $1.51M | Buy |
10,139
+5,669
| +127% | +$841K | 0.84% | 34 |
|
|
2019
Q2 | $678K | Buy |
4,470
+718
| +19% | +$109K | 0.4% | 65 |
|
|
2019
Q1 | $594K | Buy |
3,752
+320
| +9% | +$50.7K | 0.36% | 77 |
|
|
2018
Q4 | $470K | Sell |
3,432
-34
| -1% | -$4.66K | 0.34% | 86 |
|
|
2018
Q3 | $551K | Buy |
3,466
+291
| +9% | +$46.3K | 0.36% | 84 |
|
|
2018
Q2 | $433K | Buy |
+3,175
| New | +$433K | 0.32% | 95 |
|