Affiance Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+734
| New | +$200K | 0.04% | 102 |
|
|
2025
Q1 | – | Sell |
-753
| Closed | -$252K | – | 103 |
|
|
2024
Q4 | $252K | Sell |
753
-87
| -10% | -$29.1K | 0.06% | 95 |
|
|
2024
Q3 | $230K | Hold |
840
| – | – | 0.06% | 92 |
|
|
2024
Q2 | $216K | Buy |
840
+163
| +24% | +$41.9K | 0.06% | 95 |
|
|
2024
Q1 | $204K | Buy |
+677
| New | +$204K | 0.06% | 93 |
|
|
2023
Q1 | – | Sell |
-675
| Closed | -$89.5K | – | 161 |
|
|
2022
Q4 | $89.5K | Buy |
+675
| New | +$89.5K | 0.04% | 137 |
|