BIP
Blueprint Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,926
| Closed | -$1.31M | – | 121 |
|
|
2024
Q4 | $1.31M | Buy |
3,926
+1,026
| +35% | +$343K | 0.21% | 72 |
|
|
2024
Q3 | $794K | Buy |
2,900
+1,899
| +190% | +$520K | 0.14% | 77 |
|
|
2024
Q2 | $257K | Sell |
1,001
-2,886
| -74% | -$742K | 0.06% | 112 |
|
|
2024
Q1 | $1.17M | Buy |
3,887
+811
| +26% | +$244K | 0.23% | 54 |
|
|
2023
Q4 | $809K | Buy |
3,076
+693
| +29% | +$182K | 0.22% | 56 |
|
|
2023
Q3 | $483K | Sell |
2,383
-774
| -25% | -$157K | 0.16% | 67 |
|
|
2023
Q2 | $667K | Sell |
3,157
-1,146
| -27% | -$242K | 0.24% | 63 |
|
|
2023
Q1 | $860K | Buy |
+4,303
| New | +$860K | 0.2% | 72 |
|
|
2022
Q1 | – | Sell |
-2,513
| Closed | -$639K | – | 216 |
|
|
2021
Q4 | $639K | Sell |
2,513
-315
| -11% | -$80.1K | 0.16% | 102 |
|
|
2021
Q3 | $767K | Buy |
2,828
+1,736
| +159% | +$471K | 0.38% | 46 |
|
|
2021
Q2 | $267K | Buy |
+1,092
| New | +$267K | 0.21% | 60 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$209 | – | 69 |
|
|
2020
Q4 | $209 | Sell |
1
-939
| -100% | -$196K | 0.17% | 54 |
|
|
2020
Q3 | $209K | Buy |
+940
| New | +$209K | 0.17% | 58 |
|