BI
Bramshill Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,100
| Closed | -$295K | – | 153 |
|
|
2025
Q1 | $295K | Hold |
1,100
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $368K | Hold |
1,100
| – | – | 0.06% | 125 |
|
|
2024
Q3 | $301K | Buy |
+1,100
| New | +$301K | 0.03% | 120 |
|
|
2019
Q1 | – | Sell |
-73
| Closed | -$10K | – | 125 |
|
|
2018
Q4 | $10K | Hold |
73
| – | – | ﹤0.01% | 147 |
|
|
2018
Q3 | $12K | Buy |
+73
| New | +$12K | ﹤0.01% | 162 |
|