AF
Apexium Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
1,802
+9
| +0.5% | +$2.45K | 0.03% | 184 |
|
|
2025
Q1 | $481K | Buy |
1,793
+146
| +9% | +$39.2K | 0.03% | 176 |
|
|
2024
Q4 | $551K | Buy |
1,647
+83
| +5% | +$27.7K | 0.03% | 156 |
|
|
2024
Q3 | $428K | Sell |
1,564
-43
| -3% | -$11.8K | 0.03% | 154 |
|
|
2024
Q2 | $413K | Sell |
1,607
-186
| -10% | -$47.8K | 0.03% | 150 |
|
|
2024
Q1 | $541K | Buy |
1,793
+76
| +4% | +$22.9K | 0.04% | 132 |
|
|
2023
Q4 | $452K | Buy |
1,717
+62
| +4% | +$16.3K | 0.03% | 181 |
|
|
2023
Q3 | $336K | Sell |
1,655
-25
| -1% | -$5.07K | 0.03% | 161 |
|
|
2023
Q2 | $355K | Buy |
1,680
+22
| +1% | +$4.65K | 0.03% | 161 |
|
|
2023
Q1 | $331K | Hold |
1,658
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $220K | Buy |
1,658
+7
| +0.4% | +$928 | 0.02% | 194 |
|
|
2022
Q3 | $238K | Buy |
+1,651
| New | +$238K | 0.03% | 177 |
|