Boston Family Office’s Salesforce CRM Stock Holding History

Boston Family Office’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.5M	Sell	89,910 -122	-0.1%	-$33.3K	1.63%	18
2025 Q1	$24.2M	Sell	90,032 -1,278	-1%	-$343K	1.71%	17
2024 Q4	$30.5M	Sell	91,310 -334	-0.4%	-$112K	2.1%	7
2024 Q3	$25.1M	Buy	91,644 +650	+0.7%	+$178K	1.7%	16
2024 Q2	$23.4M	Sell	90,994 -361	-0.4%	-$92.8K	1.69%	15
2024 Q1	$27.5M	Buy	91,355 +194	+0.2%	+$58.4K	1.98%	10
2023 Q4	$24M	Sell	91,161 -227	-0.2%	-$59.7K	1.8%	12
2023 Q3	$18.5M	Buy	91,388 +7,955	+10%	+$1.61M	1.52%	20
2023 Q2	$17.6M	Buy	83,433 +468	+0.6%	+$98.9K	1.35%	24
2023 Q1	$16.6M	Sell	82,965 -9,123	-10%	-$1.82M	1.33%	25
2022 Q4	$12.2M	Sell	92,088 -8,339	-8%	-$1.11M	1.01%	34
2022 Q3	$14.4M	Buy	100,427 +10,997	+12%	+$1.58M	1.28%	28
2022 Q2	$14.8M	Buy	89,430 +9,304	+12%	+$1.54M	1.23%	26
2022 Q1	$17M	Buy	80,126 +13,492	+20%	+$2.86M	1.21%	27
2021 Q4	$16.9M	Buy	66,634 +1,632	+3%	+$415K	1.1%	27
2021 Q3	$17.6M	Buy	65,002 +819	+1%	+$222K	1.28%	23
2021 Q2	$15.7M	Buy	64,183 +1,843	+3%	+$450K	1.12%	28
2021 Q1	$13.1M	Buy	62,340 +3,235	+5%	+$680K	0.98%	34
2020 Q4	$13.2M	Buy	59,105 +10,704	+22%	+$2.38M	1.01%	32
2020 Q3	$12.2M	Buy	48,401 +3,004	+7%	+$755K	1.1%	30
2020 Q2	$8.5M	Buy	45,397 +14,896	+49%	+$2.79M	0.83%	43
2020 Q1	$4.39M	Buy	30,501 +953	+3%	+$137K	0.52%	56
2019 Q4	$4.81M	Buy	29,548 +2,141	+8%	+$348K	0.46%	60
2019 Q3	$4.07M	Buy	27,407 +777	+3%	+$115K	0.42%	69
2019 Q2	$4.04M	Buy	26,630 +1,759	+7%	+$267K	0.42%	70
2019 Q1	$3.94M	Buy	24,871 +1,505	+6%	+$238K	0.43%	68
2018 Q4	$3.2M	Buy	23,366 +193	+0.8%	+$26.4K	0.4%	72
2018 Q3	$3.69M	Buy	23,173 +3,233	+16%	+$514K	0.39%	79
2018 Q2	$2.72M	Buy	19,940 +1,383	+7%	+$189K	0.31%	92
2018 Q1	$2.16M	Buy	18,557 +5,946	+47%	+$691K	0.25%	106
2017 Q4	$1.29M	Buy	12,611 +9,191	+269%	+$939K	0.14%	133
2017 Q3	$319K	Buy	+3,420	New	+$319K	0.04%	223