Braun Stacey Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-80,274
| Closed | -$20.6M | – | 120 |
|
|
2024
Q2 | $20.6M | Sell |
80,274
-8,806
| -10% | -$2.26M | 0.8% | 56 |
|
|
2024
Q1 | $26.8M | Sell |
89,080
-2,599
| -3% | -$783K | 1.06% | 30 |
|
|
2023
Q4 | $24.1M | Sell |
91,679
-2,811
| -3% | -$740K | 1.08% | 30 |
|
|
2023
Q3 | $19.2M | Sell |
94,490
-1,144
| -1% | -$232K | 0.93% | 42 |
|
|
2023
Q2 | $20.2M | Sell |
95,634
-67,740
| -41% | -$14.3M | 0.94% | 45 |
|
|
2023
Q1 | $32.6M | Buy |
+163,374
| New | +$32.6M | 0.85% | 58 |
|
|
2022
Q2 | – | Sell |
-5,691
| Closed | -$1.21M | – | 134 |
|
|
2022
Q1 | $1.21M | Sell |
5,691
-53,858
| -90% | -$11.4M | 0.05% | 114 |
|
|
2021
Q4 | $15.1M | Buy |
+59,549
| New | +$15.1M | 0.55% | 84 |
|
|
2015
Q3 | – | Sell |
-102,568
| Closed | -$7.14M | – | 172 |
|
|
2015
Q2 | $7.14M | Buy |
+102,568
| New | +$7.14M | 0.3% | 102 |
|