Blue Barn Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-696
| Closed | -$233K | – | 153 |
|
|
2024
Q4 | $233K | Buy |
+696
| New | +$233K | 0.12% | 126 |
|
|
2024
Q3 | – | Sell |
-2,302
| Closed | -$592K | – | 158 |
|
|
2024
Q2 | $592K | Buy |
2,302
+95
| +4% | +$24.4K | 0.33% | 53 |
|
|
2024
Q1 | $665K | Buy |
2,207
+39
| +2% | +$11.7K | 0.37% | 46 |
|
|
2023
Q4 | $570K | Buy |
2,168
+156
| +8% | +$41.1K | 0.34% | 52 |
|
|
2023
Q3 | $408K | Buy |
2,012
+8
| +0.4% | +$1.62K | 0.27% | 64 |
|
|
2023
Q2 | $423K | Sell |
2,004
-522
| -21% | -$110K | 0.28% | 65 |
|
|
2023
Q1 | $505K | Buy |
+2,526
| New | +$505K | 0.31% | 55 |
|
|
2022
Q4 | – | Sell |
-1,813
| Closed | -$261K | – | 124 |
|
|
2022
Q3 | $261K | Buy |
1,813
+267
| +17% | +$38.4K | 0.19% | 80 |
|
|
2022
Q2 | $255K | Buy |
1,546
+44
| +3% | +$7.26K | 0.2% | 82 |
|
|
2022
Q1 | $319K | Buy |
1,502
+57
| +4% | +$12.1K | 0.22% | 75 |
|
|
2021
Q4 | $367K | Sell |
1,445
-29
| -2% | -$7.37K | 0.25% | 67 |
|
|
2021
Q3 | $400K | Buy |
+1,474
| New | +$400K | 0.35% | 53 |
|