BBA
BLB&B Advisors’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.7M | Buy |
50,261
+2,097
| +4% | +$572K | 0.64% | 38 |
|
2025
Q1 | $12.9M | Buy |
48,164
+1,678
| +4% | +$450K | 0.66% | 35 |
|
2024
Q4 | $15.5M | Buy |
46,486
+1,949
| +4% | +$652K | 0.79% | 31 |
|
2024
Q3 | $12.2M | Buy |
44,537
+8,858
| +25% | +$2.42M | 0.62% | 40 |
|
2024
Q2 | $9.17M | Buy |
35,679
+33,578
| +1,598% | +$8.63M | 0.5% | 47 |
|
2024
Q1 | $633K | Buy |
+2,101
| New | +$633K | 0.04% | 157 |
|