Bradley Foster & Sargent’s Salesforce CRM Stock Holding History

Bradley Foster & Sargent’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	$13.6M	Sell	49,944 -40	-0.1%	-$10.9K	0.21%	91
2025 Q1	$13.4M	Sell	49,984 -3,848	-7%	-$1.03M	0.23%	90
2024 Q4	$18M	Sell	53,832 -1,431	-3%	-$478K	0.3%	79
2024 Q3	$15.1M	Buy	55,263 +1,110	+2%	+$304K	0.25%	85
2024 Q2	$13.9M	Buy	54,153 +14,239	+36%	+$3.66M	0.25%	78
2024 Q1	$12M	Buy	39,914 +128	+0.3%	+$38.6K	0.22%	94
2023 Q4	$10.5M	Sell	39,786 -1,389	-3%	-$366K	0.2%	97
2023 Q3	$8.7M	Hold	41,175	–	–	0.18%	99
2023 Q2	$8.7M	Buy	41,175 +282	+0.7%	+$59.6K	0.18%	99
2023 Q1	$8.17M	Sell	40,893 -219	-0.5%	-$43.8K	0.19%	95
2022 Q4	$5.45M	Sell	41,112 -10,678	-21%	-$1.42M	0.14%	116
2022 Q3	$7.45M	Sell	51,790 -8,148	-14%	-$1.17M	0.21%	82
2022 Q2	$9.89M	Sell	59,938 -8,923	-13%	-$1.47M	0.26%	75
2022 Q1	$14.6M	Sell	68,861 -13,608	-17%	-$2.89M	0.31%	68
2021 Q4	$21M	Buy	82,469 +1,119	+1%	+$284K	0.43%	64
2021 Q3	$22.1M	Buy	81,350 +3,578	+5%	+$970K	0.52%	57
2021 Q2	$19M	Buy	77,772 +313	+0.4%	+$76.5K	0.44%	67
2021 Q1	$16.4M	Buy	77,459 +18,605	+32%	+$3.94M	0.42%	66
2020 Q4	$13.1M	Buy	58,854 +29,071	+98%	+$6.47M	0.35%	73
2020 Q3	$7.49M	Buy	+29,783	New	+$7.49M	0.22%	87
2020 Q1	$3.35M	Buy	23,231 +2,455	+12%	+$353K	0.13%	114
2019 Q4	$3.38M	Sell	20,776 -11,039	-35%	-$1.8M	0.1%	136
2019 Q3	$4.72M	Buy	31,815 +10,972	+53%	+$1.63M	0.16%	109
2019 Q2	$3.16M	Buy	20,843 +5,411	+35%	+$821K	0.1%	137
2019 Q1	$2.44M	Buy	15,432 +510	+3%	+$80.8K	0.09%	145
2018 Q4	$2.04M	Buy	14,922 +56	+0.4%	+$7.67K	0.08%	152
2018 Q3	$2.36M	Sell	14,866 -284	-2%	-$45.2K	0.08%	160
2018 Q2	$2.07M	Buy	15,150 +4,704	+45%	+$641K	0.07%	167
2018 Q1	$1.22M	Buy	10,446 +14	+0.1%	+$1.63K	0.05%	203
2017 Q4	$1.07M	Hold	10,432	–	–	0.04%	213
2017 Q3	$975K	Buy	10,432 +5,060	+94%	+$473K	0.04%	215
2017 Q2	$465K	Buy	+5,372	New	+$465K	0.02%	266