Bleakley Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
41,153
+358
| +0.9% | +$97.6K | 0.29% | 67 |
|
|
2025
Q1 | $10.9M | Buy |
40,795
+12,681
| +45% | +$3.4M | 0.35% | 59 |
|
|
2024
Q4 | $9.4M | Buy |
28,114
+1,391
| +5% | +$465K | 0.28% | 62 |
|
|
2024
Q3 | $7.31M | Buy |
26,723
+1,615
| +6% | +$442K | 0.22% | 73 |
|
|
2024
Q2 | $6.46M | Buy |
25,108
+1,253
| +5% | +$322K | 0.19% | 108 |
|
|
2024
Q1 | $7.18M | Buy |
23,855
+3,186
| +15% | +$960K | 0.21% | 91 |
|
|
2023
Q4 | $5.44M | Sell |
20,669
-8,053
| -28% | -$2.12M | 0.17% | 113 |
|
|
2023
Q3 | $5.82M | Sell |
28,722
-1,130
| -4% | -$229K | 0.21% | 93 |
|
|
2023
Q2 | $6.31M | Buy |
29,852
+7,015
| +31% | +$1.48M | 0.2% | 94 |
|
|
2023
Q1 | $4.56M | Buy |
22,837
+9,300
| +69% | +$1.86M | 0.15% | 121 |
|
|
2022
Q4 | $1.79M | Buy |
+13,537
| New | +$1.79M | 0.06% | 268 |
|