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