BA
Bristlecone Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
5,181
-5,561
| -52% | -$1.52M | 0.12% | 116 |
|
|
2025
Q1 | $2.88M | Buy |
10,742
+3,566
| +50% | +$957K | 0.24% | 88 |
|
|
2024
Q4 | $2.4M | Sell |
7,176
-156
| -2% | -$52.2K | 0.19% | 97 |
|
|
2024
Q3 | $2.01M | Buy |
7,332
+60
| +0.8% | +$16.4K | 0.16% | 106 |
|
|
2024
Q2 | $1.87M | Sell |
7,272
-86
| -1% | -$22.1K | 0.16% | 109 |
|
|
2024
Q1 | $2.22M | Buy |
7,358
+289
| +4% | +$87K | 0.19% | 97 |
|
|
2023
Q4 | $1.86M | Sell |
7,069
-92
| -1% | -$24.2K | 0.19% | 103 |
|
|
2023
Q3 | $1.45M | Sell |
7,161
-73
| -1% | -$14.8K | 0.16% | 110 |
|
|
2023
Q2 | $1.53M | Buy |
7,234
+95
| +1% | +$20.1K | 0.15% | 108 |
|
|
2023
Q1 | $1.43M | Buy |
7,139
+203
| +3% | +$40.6K | 0.16% | 111 |
|
|
2022
Q4 | $920K | Buy |
6,936
+449
| +7% | +$59.5K | 0.11% | 131 |
|
|
2022
Q3 | $933K | Buy |
6,487
+315
| +5% | +$45.3K | 0.12% | 123 |
|
|
2022
Q2 | $1.02M | Buy |
6,172
+2,668
| +76% | +$440K | 0.13% | 119 |
|
|
2022
Q1 | $744K | Buy |
3,504
+549
| +19% | +$117K | 0.09% | 132 |
|
|
2021
Q4 | $751K | Buy |
2,955
+646
| +28% | +$164K | 0.09% | 139 |
|
|
2021
Q3 | $626K | Buy |
2,309
+214
| +10% | +$58K | 0.08% | 141 |
|
|
2021
Q2 | $512K | Buy |
2,095
+12
| +0.6% | +$2.93K | 0.07% | 146 |
|
|
2021
Q1 | $441K | Buy |
2,083
+237
| +13% | +$50.2K | 0.07% | 148 |
|
|
2020
Q4 | $411K | Buy |
1,846
+857
| +87% | +$191K | 0.07% | 153 |
|
|
2020
Q3 | $249K | Buy |
+989
| New | +$249K | 0.05% | 165 |
|
|
2020
Q1 | – | Sell |
-3,983
| Closed | -$648K | – | 163 |
|
|
2019
Q4 | $648K | Buy |
+3,983
| New | +$648K | 0.13% | 118 |
|
|
2019
Q3 | – | Sell |
-4,344
| Closed | -$659K | – | 148 |
|
|
2019
Q2 | $659K | Buy |
+4,344
| New | +$659K | 0.16% | 106 |
|