BAM
Byrne Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,330
+134
| +3% | +$36.5K | 0.78% | 38 |
|
|
2025
Q1 | $1.13M | Buy |
4,196
+127
| +3% | +$34.1K | 0.83% | 37 |
|
|
2024
Q4 | $1.36M | Sell |
4,069
-90
| -2% | -$30.1K | 0.96% | 28 |
|
|
2024
Q3 | $1.14M | Buy |
4,159
+23
| +0.6% | +$6.3K | 0.78% | 42 |
|
|
2024
Q2 | $1.05M | Buy |
4,136
+245
| +6% | +$61.9K | 0.75% | 43 |
|
|
2024
Q1 | $1.17M | Buy |
3,891
+187
| +5% | +$56.3K | 0.81% | 37 |
|
|
2023
Q4 | $988K | Buy |
3,704
+3,299
| +815% | +$880K | 0.75% | 45 |
|
|
2023
Q3 | $82K | Hold |
405
| – | – | 0.07% | 158 |
|
|
2023
Q2 | $86K | Hold |
405
| – | – | 0.06% | 207 |
|
|
2023
Q1 | $81K | Buy |
405
+295
| +268% | +$59K | 0.06% | 195 |
|
|
2022
Q4 | $14.6K | Buy |
110
+65
| +144% | +$8.62K | 0.01% | 350 |
|
|
2022
Q3 | $6K | Sell |
45
-10
| -18% | -$1.33K | ﹤0.01% | 387 |
|
|
2022
Q2 | $9K | Sell |
55
-5,049
| -99% | -$826K | 0.01% | 363 |
|
|
2022
Q1 | $1.08M | Sell |
5,104
-163
| -3% | -$34.6K | 0.68% | 48 |
|
|
2021
Q4 | $1.34M | Buy |
+5,267
| New | +$1.34M | 0.87% | 35 |
|