Burkett Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
885
+1
| +0.1% | +$273 | 0.09% | 48 |
|
|
2025
Q1 | $237K | Buy |
884
+1
| +0.1% | +$268 | 0.1% | 44 |
|
|
2024
Q4 | $295K | Sell |
883
-96
| -10% | -$32.1K | 0.12% | 40 |
|
|
2024
Q3 | $268K | Buy |
979
+2
| +0.2% | +$547 | 0.11% | 40 |
|
|
2024
Q2 | $251K | Sell |
977
-49
| -5% | -$12.6K | 0.13% | 38 |
|
|
2024
Q1 | $309K | Sell |
1,026
-50
| -5% | -$15.1K | 0.16% | 38 |
|
|
2023
Q4 | $283K | Buy |
+1,076
| New | +$283K | 0.16% | 39 |
|