J.L. Bainbridge & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
66,461
+588
| +0.9% | +$160K | 1.64% | 22 |
|
|
2025
Q1 | $17.7M | Buy |
65,873
+65,061
| +8,012% | +$17.5M | 1.77% | 22 |
|
|
2024
Q4 | $271K | Buy |
812
+19
| +2% | +$6.35K | 0.03% | 78 |
|
|
2024
Q3 | $217K | Hold |
793
| – | – | 0.02% | 92 |
|
|
2024
Q2 | $204K | Buy |
793
+8
| +1% | +$2.06K | 0.02% | 85 |
|
|
2024
Q1 | $236K | Buy |
785
+14
| +2% | +$4.22K | 0.03% | 73 |
|
|
2023
Q4 | $203K | Buy |
+771
| New | +$203K | 0.02% | 81 |
|
|
2022
Q1 | – | Sell |
-789
| Closed | -$201K | – | 83 |
|
|
2021
Q4 | $201K | Sell |
789
-200
| -20% | -$51K | 0.02% | 80 |
|
|
2021
Q3 | $268K | Buy |
+989
| New | +$268K | 0.03% | 65 |
|