SevenBridge Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,789
-138
| -7% | -$32K | 0.07% | 157 |
|
|
2025
Q1 | $557K | Sell |
1,927
-381
| -17% | -$110K | 0.11% | 142 |
|
|
2024
Q4 | $749K | Buy |
2,308
+790
| +52% | +$256K | 0.14% | 122 |
|
|
2024
Q3 | $519K | Buy |
1,518
+344
| +29% | +$118K | 0.1% | 141 |
|
|
2024
Q2 | $280K | Buy |
1,174
+7
| +0.6% | +$1.67K | 0.06% | 175 |
|
|
2024
Q1 | $319K | Buy |
1,167
+32
| +3% | +$8.76K | 0.07% | 166 |
|
|
2023
Q4 | $299K | Hold |
1,135
| – | – | 0.07% | 159 |
|
|
2023
Q3 | $230K | Hold |
1,135
| – | – | 0.06% | 169 |
|
|
2023
Q2 | $240K | Hold |
1,135
| – | – | 0.06% | 160 |
|
|
2023
Q1 | $227K | Buy |
+1,135
| New | +$227K | 0.06% | 169 |
|
|
2019
Q3 | – | Sell |
-485
| Closed | -$74K | – | 225 |
|
|
2019
Q2 | $74K | Hold |
485
| – | – | 0.03% | 218 |
|
|
2019
Q1 | $77K | Hold |
485
| – | – | 0.03% | 188 |
|
|
2018
Q4 | $66K | Hold |
485
| – | – | 0.04% | 185 |
|
|
2018
Q3 | $77K | Hold |
485
| – | – | 0.04% | 187 |
|
|
2018
Q2 | $66K | Buy |
485
+85
| +21% | +$11.6K | 0.04% | 209 |
|
|
2018
Q1 | $47K | Hold |
400
| – | – | 0.03% | 246 |
|
|
2017
Q4 | $41K | Hold |
400
| – | – | 0.02% | 278 |
|
|
2017
Q3 | $37K | Hold |
400
| – | – | 0.02% | 296 |
|
|
2017
Q2 | $35K | Hold |
400
| – | – | 0.02% | 308 |
|
|
2017
Q1 | $34K | Hold |
400
| – | – | 0.02% | 305 |
|
|
2016
Q4 | $28K | Hold |
400
| – | – | 0.02% | 315 |
|
|
2016
Q3 | $28K | Hold |
400
| – | – | 0.02% | 314 |
|
|
2016
Q2 | $32K | Buy |
+400
| New | +$32K | 0.02% | 335 |
|