Boston Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.96M | Sell |
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|
2024
Q3 | $6.53M | Buy |
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|
2024
Q2 | $6.13M | Buy |
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|
2024
Q1 | $6.97M | Sell |
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|
2023
Q4 | $6.4M | Buy |
|
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|
2023
Q3 | $4.55M | Sell |
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|
2023
Q2 | $4.96M | Buy |
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|
2023
Q1 | $4.12M | Sell |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $2.89M | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $567K | Buy |
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|
2021
Q3 | $584K | Hold |
|
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|
2021
Q2 | $526K | Hold |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $499K | Hold |
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|
2020
Q3 | $563K | Sell |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $214K | Buy |
|