Bollard Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$7K | – | 291 |
|
|
2025
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 255 |
|
|
2024
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 254 |
|
|
2024
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 271 |
|
|
2024
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2023
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $5K | Sell |
25
-85
| -77% | -$17K | ﹤0.01% | 293 |
|
|
2023
Q2 | $23K | Buy |
110
+85
| +340% | +$17.8K | ﹤0.01% | 246 |
|
|
2023
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 264 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $4K | Sell |
25
-305
| -92% | -$48.8K | ﹤0.01% | 275 |
|
|
2022
Q1 | $70K | Hold |
330
| – | – | ﹤0.01% | 317 |
|
|
2021
Q4 | $84K | Hold |
330
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $90K | Hold |
330
| – | – | ﹤0.01% | 292 |
|
|
2021
Q2 | $81K | Hold |
330
| – | – | ﹤0.01% | 303 |
|
|
2021
Q1 | $70K | Hold |
330
| – | – | ﹤0.01% | 319 |
|
|
2020
Q4 | $73K | Hold |
330
| – | – | ﹤0.01% | 300 |
|
|
2020
Q3 | $83K | Hold |
330
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $62K | Buy |
+330
| New | +$62K | ﹤0.01% | 314 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$79K | – | 252 |
|
|
2019
Q1 | $79K | Hold |
500
| – | – | ﹤0.01% | 194 |
|
|
2018
Q4 | $68K | Buy |
+500
| New | +$68K | ﹤0.01% | 196 |
|
|
2013
Q4 | – | Sell |
-9,000
| Closed | -$467K | – | 247 |
|
|
2013
Q3 | $467K | Hold |
9,000
| – | – | 0.05% | 134 |
|
|
2013
Q2 | $344K | Buy |
+9,000
| New | +$344K | 0.07% | 119 |
|