Bragg Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
42,115
+2,683
| +7% | +$732K | 0.41% | 92 |
|
|
2025
Q1 | $10.6M | Buy |
39,432
+625
| +2% | +$168K | 0.44% | 88 |
|
|
2024
Q4 | $13M | Buy |
38,807
+3,844
| +11% | +$1.29M | 0.53% | 72 |
|
|
2024
Q3 | $9.57M | Buy |
34,963
+8,604
| +33% | +$2.36M | 0.39% | 97 |
|
|
2024
Q2 | $6.78M | Buy |
26,359
+8,939
| +51% | +$2.3M | 0.3% | 112 |
|
|
2024
Q1 | $5.25M | Buy |
17,420
+12,441
| +250% | +$3.75M | 0.24% | 121 |
|
|
2023
Q4 | $1.31M | Buy |
+4,979
| New | +$1.31M | 0.06% | 187 |
|