BGAI
Bruce G. Allen Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Buy |
361
+150
| +71% | +$40.9K | 0.07% | 157 |
|
|
2025
Q1 | $56.6K | Sell |
211
-162
| -43% | -$43.5K | 0.04% | 229 |
|
|
2024
Q4 | $125K | Buy |
373
+292
| +360% | +$97.6K | 0.1% | 122 |
|
|
2024
Q3 | $22.2K | Hold |
81
| – | – | 0.02% | 376 |
|
|
2024
Q2 | $20.8K | Buy |
81
+13
| +19% | +$3.34K | 0.02% | 363 |
|
|
2024
Q1 | $20.5K | Sell |
68
-13
| -16% | -$3.92K | 0.02% | 375 |
|
|
2023
Q4 | $21.3K | Buy |
+81
| New | +$21.3K | 0.02% | 367 |
|