Blue Trust Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
9,940
-16
| -0.2% | -$4.36K | 0.03% | 147 |
|
|
2025
Q1 | $2.67M | Buy |
9,956
+865
| +10% | +$232K | 0.03% | 134 |
|
|
2024
Q4 | $3.04M | Sell |
9,091
-2,519
| -22% | -$842K | 0.04% | 116 |
|
|
2024
Q3 | $2.98M | Buy |
11,610
+3,065
| +36% | +$788K | 0.04% | 115 |
|
|
2024
Q2 | $2.57M | Buy |
8,545
+1,564
| +22% | +$471K | 0.04% | 112 |
|
|
2024
Q1 | $2.1M | Sell |
6,981
-1,299
| -16% | -$391K | 0.03% | 112 |
|
|
2023
Q4 | $1.68M | Buy |
8,280
+117
| +1% | +$23.7K | 0.03% | 122 |
|
|
2023
Q3 | $1.73M | Buy |
8,163
+590
| +8% | +$125K | 0.03% | 125 |
|
|
2023
Q2 | $1.51M | Sell |
7,573
-1,687
| -18% | -$337K | 0.02% | 131 |
|
|
2023
Q1 | $1.23M | Sell |
9,260
-638
| -6% | -$84.5K | 0.02% | 169 |
|
|
2022
Q4 | $1.42M | Buy |
9,898
+2,284
| +30% | +$329K | 0.03% | 148 |
|
|
2022
Q3 | $1.26M | Buy |
7,614
+456
| +6% | +$75.3K | 0.02% | 133 |
|
|
2022
Q2 | $1.52M | Buy |
+7,158
| New | +$1.52M | 0.02% | 111 |
|