Blue Bell Private Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6K | Sell |
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|
2025
Q2 | $104K | Buy |
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|
2025
Q1 | $86.7K | Buy |
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|
2024
Q4 | $96.3K | Sell |
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|
2024
Q3 | $80.8K | Buy |
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|
2024
Q2 | $72.8K | Hold |
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|
2024
Q1 | $85.2K | Buy |
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|
2023
Q4 | $73.4K | Hold |
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|
2023
Q3 | $56.6K | Buy |
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|
2023
Q2 | $26.6K | Buy |
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|
2023
Q1 | $20.2K | Hold |
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|
2022
Q4 | $13.4K | Sell |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $19K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $55K | Hold |
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|
2016
Q1 | $51K | Hold |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $48K | Hold |
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|
2015
Q2 | $48K | Hold |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $40K | Hold |
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|
2014
Q3 | $40K | Hold |
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|
2014
Q2 | $40K | Hold |
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|
2014
Q1 | $39K | Hold |
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|
2013
Q4 | $38K | Buy |
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