Blue Bell Private Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
382
+59
| +18% | +$16.1K | 0.02% | 306 |
|
|
2025
Q1 | $86.7K | Buy |
323
+35
| +12% | +$9.39K | 0.02% | 306 |
|
|
2024
Q4 | $96.3K | Sell |
288
-7
| -2% | -$2.34K | 0.02% | 279 |
|
|
2024
Q3 | $80.8K | Buy |
295
+12
| +4% | +$3.29K | 0.02% | 303 |
|
|
2024
Q2 | $72.8K | Hold |
283
| – | – | 0.02% | 311 |
|
|
2024
Q1 | $85.2K | Buy |
283
+4
| +1% | +$1.21K | 0.02% | 278 |
|
|
2023
Q4 | $73.4K | Hold |
279
| – | – | 0.02% | 269 |
|
|
2023
Q3 | $56.6K | Buy |
279
+153
| +121% | +$31K | 0.02% | 252 |
|
|
2023
Q2 | $26.6K | Buy |
126
+25
| +25% | +$5.28K | 0.01% | 325 |
|
|
2023
Q1 | $20.2K | Hold |
101
| – | – | 0.01% | 318 |
|
|
2022
Q4 | $13.4K | Sell |
101
-1
| -1% | -$133 | ﹤0.01% | 346 |
|
|
2022
Q3 | $15K | Hold |
102
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $17K | Buy |
102
+29
| +40% | +$4.83K | 0.01% | 330 |
|
|
2022
Q1 | $15K | Hold |
73
| – | – | ﹤0.01% | 349 |
|
|
2021
Q4 | $19K | Buy |
+73
| New | +$19K | 0.01% | 308 |
|
|
2016
Q4 | – | Sell |
-689
| Closed | -$50K | – | 289 |
|
|
2016
Q3 | $50K | Hold |
689
| – | – | 0.03% | 205 |
|
|
2016
Q2 | $55K | Hold |
689
| – | – | 0.04% | 205 |
|
|
2016
Q1 | $51K | Hold |
689
| – | – | 0.03% | 218 |
|
|
2015
Q4 | $54K | Hold |
689
| – | – | 0.04% | 205 |
|
|
2015
Q3 | $48K | Hold |
689
| – | – | 0.03% | 220 |
|
|
2015
Q2 | $48K | Hold |
689
| – | – | 0.03% | 222 |
|
|
2015
Q1 | $46K | Hold |
689
| – | – | 0.03% | 226 |
|
|
2014
Q4 | $40K | Hold |
689
| – | – | 0.02% | 247 |
|
|
2014
Q3 | $40K | Hold |
689
| – | – | 0.02% | 250 |
|
|
2014
Q2 | $40K | Hold |
689
| – | – | 0.02% | 243 |
|
|
2014
Q1 | $39K | Hold |
689
| – | – | 0.03% | 215 |
|
|
2013
Q4 | $38K | Buy |
+689
| New | +$38K | 0.03% | 221 |
|