J.W. Burns & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $994K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $891K | Buy |
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|
2020
Q3 | $502K | Buy |
|