Bradley & Co Private Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
|
|||||
|
2025
Q1 | $137K | Hold |
|
|||||
|
2024
Q4 | $170K | Buy |
|
|||||
|
2024
Q2 | $148K | Sell |
|
|||||
|
2024
Q1 | $320K | Sell |
|
|||||
|
2023
Q4 | $7.23M | Buy |
|
|||||
|
2023
Q3 | $5.53M | Sell |
|
|||||
|
2023
Q2 | $5.8M | Buy |
|
|||||
|
2023
Q1 | $5.47M | Buy |
|
|||||
|
2022
Q4 | $405K | Sell |
|
|||||
|
2022
Q3 | $596K | Hold |
|
|||||
|
2022
Q2 | $683K | Sell |
|
|||||
|
2022
Q1 | $898K | Sell |
|
|||||
|
2021
Q4 | $4.06M | Sell |
|
|||||
|
2021
Q3 | $5.16M | Sell |
|
|||||
|
2021
Q2 | $4.67M | Buy |
|
|||||
|
2021
Q1 | $3.98M | Buy |
|