Bogart Wealth LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
48,634
+2,134
| +5% | +$582K | 0.57% | 37 |
|
|
2025
Q1 | $12.5M | Buy |
46,500
+4,433
| +11% | +$1.19M | 0.59% | 33 |
|
|
2024
Q4 | $14.1M | Sell |
42,067
-4,649
| -10% | -$1.55M | 0.67% | 29 |
|
|
2024
Q3 | $12.8M | Buy |
46,716
+707
| +2% | +$194K | 0.61% | 34 |
|
|
2024
Q2 | $11.8M | Buy |
46,009
+8,895
| +24% | +$2.29M | 0.6% | 31 |
|
|
2024
Q1 | $11.2M | Sell |
37,114
-3,991
| -10% | -$1.2M | 0.58% | 36 |
|
|
2023
Q4 | $10.8M | Buy |
41,105
+1,364
| +3% | +$359K | 0.61% | 32 |
|
|
2023
Q3 | $8.06M | Buy |
39,741
+880
| +2% | +$178K | 0.5% | 47 |
|
|
2023
Q2 | $8.21M | Buy |
38,861
+563
| +1% | +$119K | 0.52% | 44 |
|
|
2023
Q1 | $7.65M | Buy |
38,298
+1,675
| +5% | +$335K | 0.51% | 44 |
|
|
2022
Q4 | $4.86M | Buy |
36,623
+4,878
| +15% | +$647K | 0.34% | 66 |
|
|
2022
Q3 | $4.57M | Buy |
31,745
+4,344
| +16% | +$625K | 0.38% | 53 |
|
|
2022
Q2 | $4.52M | Buy |
27,401
+3,856
| +16% | +$636K | 0.4% | 51 |
|
|
2022
Q1 | $5M | Buy |
23,545
+7,093
| +43% | +$1.51M | 0.43% | 47 |
|
|
2021
Q4 | $4.18M | Buy |
16,452
+2,850
| +21% | +$724K | 0.38% | 52 |
|
|
2021
Q3 | $3.69M | Buy |
13,602
+2,232
| +20% | +$605K | 0.38% | 47 |
|
|
2021
Q2 | $2.78M | Buy |
11,370
+1,985
| +21% | +$485K | 0.3% | 53 |
|
|
2021
Q1 | $1.99M | Buy |
9,385
+2,831
| +43% | +$600K | 0.28% | 64 |
|
|
2020
Q4 | $1.46M | Buy |
6,554
+1,325
| +25% | +$295K | 0.27% | 65 |
|
|
2020
Q3 | $1.31M | Buy |
5,229
+751
| +17% | +$189K | 0.29% | 58 |
|
|
2020
Q2 | $839K | Buy |
4,478
+916
| +26% | +$172K | 0.2% | 67 |
|
|
2020
Q1 | $513K | Buy |
3,562
+929
| +35% | +$134K | 0.14% | 80 |
|
|
2019
Q4 | $428K | Buy |
2,633
+186
| +8% | +$30.2K | 0.14% | 81 |
|
|
2019
Q3 | $363K | Buy |
2,447
+241
| +11% | +$35.8K | 0.18% | 72 |
|
|
2019
Q2 | $334K | Buy |
2,206
+541
| +32% | +$81.9K | 0.2% | 71 |
|
|
2019
Q1 | $263K | Buy |
1,665
+410
| +33% | +$64.8K | 0.13% | 74 |
|
|
2018
Q4 | $171K | Buy |
+1,255
| New | +$171K | 0.09% | 75 |
|