Brio Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
1,052
+69
| +7% | +$18.8K | 0.04% | 110 |
|
|
2025
Q1 | $264K | Sell |
983
-1,336
| -58% | -$359K | 0.04% | 100 |
|
|
2024
Q4 | $775K | Buy |
2,319
+170
| +8% | +$56.8K | 0.12% | 66 |
|
|
2024
Q3 | $588K | Buy |
2,149
+141
| +7% | +$38.6K | 0.09% | 73 |
|
|
2024
Q2 | $516K | Sell |
2,008
-324
| -14% | -$83.3K | 0.09% | 71 |
|
|
2024
Q1 | $702K | Buy |
2,332
+348
| +18% | +$105K | 0.12% | 65 |
|
|
2023
Q4 | $522K | Sell |
1,984
-26
| -1% | -$6.84K | 0.09% | 71 |
|
|
2023
Q3 | $408K | Buy |
2,010
+405
| +25% | +$82.1K | 0.08% | 69 |
|
|
2023
Q2 | $339K | Sell |
1,605
-11
| -0.7% | -$2.32K | 0.06% | 76 |
|
|
2023
Q1 | $323K | Buy |
+1,616
| New | +$323K | 0.06% | 76 |
|