Brighton Jones LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
32,209
+4,509
| +16% | +$1.23M | 0.24% | 56 |
|
|
2025
Q1 | $7.43M | Buy |
27,700
+2,032
| +8% | +$545K | 0.24% | 60 |
|
|
2024
Q4 | $8.58M | Buy |
25,668
+3,102
| +14% | +$1.04M | 0.25% | 57 |
|
|
2024
Q3 | $6.18M | Sell |
22,566
-2,959
| -12% | -$810K | 0.23% | 56 |
|
|
2024
Q2 | $6.56M | Sell |
25,525
-1,804
| -7% | -$464K | 0.22% | 60 |
|
|
2024
Q1 | $8.23M | Sell |
27,329
-1,542
| -5% | -$464K | 0.3% | 50 |
|
|
2023
Q4 | $7.6M | Buy |
28,871
+1,309
| +5% | +$344K | 0.32% | 49 |
|
|
2023
Q3 | $5.59M | Sell |
27,562
-282
| -1% | -$57.2K | 0.28% | 55 |
|
|
2023
Q2 | $5.88M | Buy |
27,844
+241
| +0.9% | +$50.9K | 0.3% | 48 |
|
|
2023
Q1 | $5.51M | Sell |
27,603
-1,192
| -4% | -$238K | 0.31% | 42 |
|
|
2022
Q4 | $3.82M | Sell |
28,795
-504
| -2% | -$66.8K | 0.23% | 59 |
|
|
2022
Q3 | $4.21M | Sell |
29,299
-859
| -3% | -$124K | 0.25% | 46 |
|
|
2022
Q2 | $4.98M | Buy |
30,158
+2,897
| +11% | +$478K | 0.29% | 39 |
|
|
2022
Q1 | $5.79M | Buy |
27,261
+2,098
| +8% | +$445K | 0.27% | 35 |
|
|
2021
Q4 | $6.4M | Buy |
25,163
+25
| +0.1% | +$6.35K | 0.3% | 32 |
|
|
2021
Q3 | $6.82M | Buy |
25,138
+2,592
| +11% | +$703K | 0.35% | 32 |
|
|
2021
Q2 | $5.51M | Buy |
22,546
+740
| +3% | +$181K | 0.28% | 37 |
|
|
2021
Q1 | $4.62M | Buy |
21,806
+1,481
| +7% | +$314K | 0.27% | 40 |
|
|
2020
Q4 | $4.52M | Buy |
20,325
+679
| +3% | +$151K | 0.28% | 39 |
|
|
2020
Q3 | $4.94M | Buy |
19,646
+188
| +1% | +$47.2K | 0.34% | 30 |
|
|
2020
Q2 | $3.65M | Sell |
19,458
-2,434
| -11% | -$456K | 0.3% | 33 |
|
|
2020
Q1 | $3.15M | Sell |
21,892
-2,254
| -9% | -$325K | 0.33% | 30 |
|
|
2019
Q4 | $3.93M | Buy |
24,146
+14,023
| +139% | +$2.28M | 0.42% | 29 |
|
|
2019
Q3 | $1.5M | Buy |
10,123
+2,599
| +35% | +$386K | 0.18% | 76 |
|
|
2019
Q2 | $1.14M | Sell |
7,524
-316
| -4% | -$48K | 0.13% | 95 |
|
|
2019
Q1 | $1.24M | Buy |
7,840
+232
| +3% | +$36.8K | 0.15% | 90 |
|
|
2018
Q4 | $1.04M | Buy |
7,608
+927
| +14% | +$127K | 0.15% | 83 |
|
|
2018
Q3 | $1.06M | Sell |
6,681
-605
| -8% | -$96.2K | 0.13% | 88 |
|
|
2018
Q2 | $994K | Buy |
7,286
+2,266
| +45% | +$309K | 0.13% | 96 |
|
|
2018
Q1 | $584K | Sell |
5,020
-95
| -2% | -$11.1K | 0.08% | 141 |
|
|
2017
Q4 | $523K | Buy |
5,115
+268
| +6% | +$27.4K | 0.06% | 148 |
|
|
2017
Q3 | $453K | Sell |
4,847
-83
| -2% | -$7.76K | 0.06% | 164 |
|
|
2017
Q2 | $427K | Buy |
+4,930
| New | +$427K | 0.06% | 158 |
|
|
2016
Q4 | – | Sell |
-4,267
| Closed | -$304K | – | 126 |
|
|
2016
Q3 | $304K | Sell |
4,267
-3
| -0.1% | -$214 | 0.05% | 183 |
|
|
2016
Q2 | $339K | Buy |
4,270
+22
| +0.5% | +$1.75K | 0.06% | 153 |
|
|
2016
Q1 | $314K | Sell |
4,248
-527
| -11% | -$38.9K | 0.06% | 154 |
|
|
2015
Q4 | $374K | Buy |
4,775
+1,119
| +31% | +$87.6K | 0.07% | 130 |
|
|
2015
Q3 | $254K | Buy |
+3,656
| New | +$254K | 0.05% | 159 |
|