BIP
Bouvel Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
19,696
+176
| +0.9% | +$48K | 1.82% | 20 |
|
|
2025
Q1 | $5.34M | Sell |
19,520
-213
| -1% | -$58.3K | 2.01% | 15 |
|
|
2024
Q4 | $6.6M | Buy |
19,733
+213
| +1% | +$71.2K | 2.38% | 11 |
|
|
2024
Q3 | $5.34M | Buy |
19,520
+94
| +0.5% | +$25.7K | 2.01% | 15 |
|
|
2024
Q2 | $4.99M | Sell |
19,426
-69
| -0.4% | -$17.7K | 1.93% | 16 |
|
|
2024
Q1 | $5.87M | Sell |
19,495
-89
| -0.5% | -$26.8K | 2.54% | 10 |
|
|
2023
Q4 | $5.15M | Buy |
19,584
+458
| +2% | +$121K | 2.41% | 12 |
|
|
2023
Q3 | $3.88M | Buy |
19,126
+222
| +1% | +$45K | 2.1% | 13 |
|
|
2023
Q2 | $3.99M | Buy |
18,904
+488
| +3% | +$103K | 2.19% | 14 |
|
|
2023
Q1 | $3.68M | Sell |
18,416
-48
| -0.3% | -$9.59K | 2.15% | 13 |
|
|
2022
Q4 | $2.45M | Sell |
18,464
-74
| -0.4% | -$9.81K | 1.58% | 25 |
|
|
2022
Q3 | $2.67M | Buy |
18,538
+446
| +2% | +$64.1K | 1.78% | 19 |
|
|
2022
Q2 | $2.99M | Buy |
18,092
+55
| +0.3% | +$9.08K | 2.25% | 12 |
|
|
2022
Q1 | $3.83M | Buy |
18,037
+652
| +4% | +$138K | 2.33% | 12 |
|
|
2021
Q4 | $4.42M | Buy |
17,385
+33
| +0.2% | +$8.39K | 2.48% | 10 |
|
|
2021
Q3 | $4.71M | Buy |
17,352
+466
| +3% | +$126K | 2.66% | 8 |
|
|
2021
Q2 | $4.13M | Buy |
16,886
+583
| +4% | +$142K | 2.33% | 11 |
|
|
2021
Q1 | $3.45M | Buy |
16,303
+870
| +6% | +$184K | 2.22% | 12 |
|
|
2020
Q4 | $3.43M | Buy |
+15,433
| New | +$3.43M | 2.44% | 10 |
|