May Barnhard Investments’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Hold
928
0.12% 82
2025
Q1
$249K Hold
928
0.12% 81
2024
Q4
$310K Hold
928
0.15% 69
2024
Q3
$254K Hold
928
0.12% 74
2024
Q2
$239K Hold
928
0.12% 76
2024
Q1
$279K Buy
928
+39
+4% +$11.7K 0.14% 68
2023
Q4
$234K Buy
+889
New +$234K 0.12% 72