John W. Bristol & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-249,280
| Closed | -$65.6M | – | 61 |
|
|
2023
Q4 | $65.6M | Sell |
249,280
-12,561
| -5% | -$3.31M | 1.21% | 42 |
|
|
2023
Q3 | $53.1M | Sell |
261,841
-2,089
| -0.8% | -$424K | 1.05% | 45 |
|
|
2023
Q2 | $55.8M | Sell |
263,930
-1,613
| -0.6% | -$341K | 1.06% | 43 |
|
|
2023
Q1 | $53.1M | Buy |
265,543
+459
| +0.2% | +$91.7K | 1.09% | 43 |
|
|
2022
Q4 | $35.1M | Buy |
+265,084
| New | +$35.1M | 0.84% | 44 |
|