AFCM
Applied Finance Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
+8,902
| New | +$2.43M | 0.17% | 64 |
|
|
2025
Q1 | – | Sell |
-8,508
| Closed | -$2.84M | – | 307 |
|
|
2024
Q4 | $2.84M | Sell |
8,508
-730
| -8% | -$244K | 0.12% | 59 |
|
|
2024
Q3 | $2.53M | Buy |
9,238
+951
| +11% | +$260K | 0.11% | 59 |
|
|
2024
Q2 | $2.13M | Buy |
+8,287
| New | +$2.13M | 0.1% | 62 |
|