BAM
Bosun Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
4,737
-18
| -0.4% | -$4.91K | 0.38% | 53 |
|
|
2025
Q1 | $1.28M | Sell |
4,755
-45
| -0.9% | -$12.1K | 0.55% | 42 |
|
|
2024
Q4 | $1.6M | Sell |
4,800
-301
| -6% | -$101K | 0.7% | 40 |
|
|
2024
Q3 | $1.4M | Buy |
5,101
+40
| +0.8% | +$10.9K | 0.66% | 34 |
|
|
2024
Q2 | $1.3M | Buy |
5,061
+3
| +0.1% | +$771 | 0.77% | 37 |
|
|
2024
Q1 | $1.52M | Hold |
5,058
| – | – | 0.87% | 24 |
|
|
2023
Q4 | $1.33M | Sell |
5,058
-653
| -11% | -$172K | 1.32% | 15 |
|
|
2023
Q3 | $1.16M | Sell |
5,711
-156
| -3% | -$31.6K | 1.25% | 14 |
|
|
2023
Q2 | $1.24M | Buy |
5,867
+86
| +1% | +$18.2K | 1.22% | 13 |
|
|
2023
Q1 | $1.15M | Sell |
5,781
-200
| -3% | -$40K | 1.32% | 13 |
|
|
2022
Q4 | $793K | Buy |
5,981
+71
| +1% | +$9.41K | 1.12% | 17 |
|
|
2022
Q3 | $850K | Sell |
5,910
-414
| -7% | -$59.5K | 1.31% | 13 |
|
|
2022
Q2 | $1.04M | Sell |
6,324
-1
| -0% | -$165 | 1.44% | 12 |
|
|
2022
Q1 | $1.34M | Sell |
6,325
-6
| -0.1% | -$1.27K | 1.41% | 12 |
|
|
2021
Q4 | $1.61M | Buy |
+6,331
| New | +$1.61M | 1.46% | 12 |
|