Bollard Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7K | Hold |
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|
2024
Q4 | $8K | Hold |
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|
2024
Q3 | $7K | Hold |
|
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|
2024
Q2 | $6K | Hold |
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|
2024
Q1 | $8K | Hold |
|
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|
2023
Q4 | $7K | Hold |
|
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|
2023
Q3 | $5K | Sell |
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|
2023
Q2 | $23K | Buy |
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|
2023
Q1 | $5K | Hold |
|
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|
2022
Q4 | $3K | Hold |
|
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|
2022
Q3 | $4K | Hold |
|
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|
2022
Q2 | $4K | Sell |
|
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $84K | Hold |
|
|||||
|
2021
Q3 | $90K | Hold |
|
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|
2021
Q2 | $81K | Hold |
|
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $73K | Hold |
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|
2020
Q3 | $83K | Hold |
|
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|
2020
Q2 | $62K | Buy |
|
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $79K | Hold |
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|
2018
Q4 | $68K | Buy |
|
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|
2013
Q4 | – | Sell |
|
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|
2013
Q3 | $467K | Hold |
|
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|
2013
Q2 | $344K | Buy |
|