Strategic Blueprint’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.77M | Buy |
24,828
+1,000
| +4% | +$273K | 0.33% | 80 |
|
2025
Q1 | $6.39M | Buy |
23,828
+3,437
| +17% | +$922K | 0.35% | 73 |
|
2024
Q4 | $6.82M | Buy |
20,391
+1,949
| +11% | +$652K | 0.41% | 59 |
|
2024
Q3 | $5.05M | Sell |
18,442
-4,225
| -19% | -$1.16M | 0.31% | 79 |
|
2024
Q2 | $5.83M | Buy |
22,667
+312
| +1% | +$80.2K | 0.4% | 60 |
|
2024
Q1 | $6.73M | Sell |
22,355
-352
| -2% | -$106K | 0.48% | 52 |
|
2023
Q4 | $5.98M | Buy |
22,707
+478
| +2% | +$126K | 0.49% | 46 |
|
2023
Q3 | $4.51M | Buy |
22,229
+6,017
| +37% | +$1.22M | 0.42% | 55 |
|
2023
Q2 | $3.42M | Buy |
16,212
+10,910
| +206% | +$2.3M | 0.33% | 70 |
|
2023
Q1 | $1.06M | Buy |
5,302
+34
| +0.6% | +$6.79K | 0.11% | 178 |
|
2022
Q4 | $698K | Buy |
5,268
+874
| +20% | +$116K | 0.08% | 238 |
|
2022
Q3 | $632K | Sell |
4,394
-235
| -5% | -$33.8K | 0.08% | 243 |
|
2022
Q2 | $764K | Sell |
4,629
-570
| -11% | -$94.1K | 0.09% | 207 |
|
2022
Q1 | $1.1M | Buy |
5,199
+267
| +5% | +$56.7K | 0.13% | 166 |
|
2021
Q4 | $1.25M | Buy |
4,932
+1,028
| +26% | +$261K | 0.16% | 146 |
|
2021
Q3 | $1.06M | Buy |
3,904
+722
| +23% | +$196K | 0.16% | 134 |
|
2021
Q2 | $777K | Buy |
3,182
+2,128
| +202% | +$520K | 0.12% | 165 |
|
2021
Q1 | $223K | Buy |
+1,054
| New | +$223K | 0.05% | 272 |
|
2020
Q4 | – | Sell |
-1,794
| Closed | -$451K | – | 240 |
|
2020
Q3 | $451K | Buy |
+1,794
| New | +$451K | 0.14% | 128 |
|
2019
Q4 | – | Sell |
-202
| Closed | -$30K | – | 158 |
|
2019
Q3 | $30K | Buy |
+202
| New | +$30K | 0.02% | 189 |
|