Burney Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
5,842
-1,493
| -20% | -$407K | 0.05% | 256 |
|
|
2025
Q1 | $1.97M | Sell |
7,335
-1,065
| -13% | -$286K | 0.07% | 215 |
|
|
2024
Q4 | $2.81M | Sell |
8,400
-107
| -1% | -$35.8K | 0.1% | 182 |
|
|
2024
Q3 | $2.33M | Sell |
8,507
-20,975
| -71% | -$5.74M | 0.08% | 197 |
|
|
2024
Q2 | $7.58M | Sell |
29,482
-341
| -1% | -$87.7K | 0.29% | 84 |
|
|
2024
Q1 | $8.98M | Buy |
29,823
+390
| +1% | +$117K | 0.34% | 74 |
|
|
2023
Q4 | $7.74M | Buy |
29,433
+1,781
| +6% | +$469K | 0.33% | 79 |
|
|
2023
Q3 | $5.61M | Sell |
27,652
-10,514
| -28% | -$2.13M | 0.26% | 98 |
|
|
2023
Q2 | $8.06M | Buy |
38,166
+7,936
| +26% | +$1.68M | 0.37% | 68 |
|
|
2023
Q1 | $6.04M | Buy |
+30,230
| New | +$6.04M | 0.3% | 97 |
|
|
2021
Q4 | – | Sell |
-754
| Closed | -$204K | – | 583 |
|
|
2021
Q3 | $204K | Buy |
+754
| New | +$204K | 0.01% | 557 |
|
|
2020
Q4 | – | Sell |
-993
| Closed | -$249K | – | 527 |
|
|
2020
Q3 | $249K | Sell |
993
-95
| -9% | -$23.8K | 0.02% | 441 |
|
|
2020
Q2 | $204K | Sell |
1,088
-756
| -41% | -$142K | 0.01% | 459 |
|
|
2020
Q1 | $265K | Buy |
1,844
+247
| +15% | +$35.5K | 0.02% | 373 |
|
|
2019
Q4 | $260K | Buy |
+1,597
| New | +$260K | 0.01% | 415 |
|