Burney Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $865K | Sell |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $7.58M | Sell |
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|
2024
Q1 | $8.98M | Buy |
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|
2023
Q4 | $7.74M | Buy |
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|
2023
Q3 | $5.61M | Sell |
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|
2023
Q2 | $8.06M | Buy |
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|
2023
Q1 | $6.04M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $204K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $260K | Buy |
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