Bridges Investment Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
4,045
+90
+2% +$24.5K 0.01% 233
2025
Q1
$1.06M Sell
3,955
-37
-0.9% -$9.93K 0.02% 229
2024
Q4
$1.33M Sell
3,992
-52
-1% -$17.4K 0.02% 178
2024
Q3
$1.11M Sell
4,044
-670
-14% -$183K 0.02% 192
2024
Q2
$1.21M Buy
4,714
+3,418
+264% +$879K 0.02% 175
2024
Q1
$390K Sell
1,296
-1,742
-57% -$525K 0.01% 172
2023
Q4
$799K Sell
3,038
-136
-4% -$35.8K 0.03% 146
2023
Q3
$644K Sell
3,174
-1,295
-29% -$263K 0.02% 153
2023
Q2
$944K Sell
4,469
-3,859
-46% -$815K 0.03% 138
2023
Q1
$1.66M Sell
8,328
-59,709
-88% -$11.9M 0.06% 122
2022
Q4
$9.02M Sell
68,037
-17,494
-20% -$2.32M 0.33% 60
2022
Q3
$12.3M Sell
85,531
-847
-1% -$122K 0.47% 54
2022
Q2
$14.3M Buy
86,378
+1,511
+2% +$249K 0.52% 53
2022
Q1
$18M Buy
84,867
+2,196
+3% +$466K 0.56% 47
2021
Q4
$21M Sell
82,671
-540
-0.6% -$137K 0.61% 45
2021
Q3
$22.6M Sell
83,211
-2,275
-3% -$617K 0.71% 40
2021
Q2
$20.9M Sell
85,486
-2,440
-3% -$596K 0.62% 44
2021
Q1
$18.6M Buy
87,926
+5,541
+7% +$1.17M 0.54% 50
2020
Q4
$18.3M Buy
82,385
+5,343
+7% +$1.19M 0.56% 48
2020
Q3
$19.4M Buy
77,042
+3,574
+5% +$898K 0.66% 41
2020
Q2
$13.8M Sell
73,468
-967
-1% -$181K 0.5% 52
2020
Q1
$10.7M Buy
74,435
+35,541
+91% +$5.12M 0.48% 52
2019
Q4
$6.33M Buy
38,894
+13,169
+51% +$2.14M 0.23% 82
2019
Q3
$3.82M Buy
25,725
+22,825
+787% +$3.39M 0.15% 98
2019
Q2
$440K Buy
2,900
+150
+5% +$22.8K 0.02% 308
2019
Q1
$436K Buy
+2,750
New +$436K 0.02% 276
2018
Q4
Sell
-1,550
Closed -$247K 344
2018
Q3
$247K Buy
+1,550
New +$247K 0.01% 250