AFM
Armstrong Fleming & Moore’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+901
| New | +$246K | 0.13% | 88 |
|
|
2025
Q1 | – | Sell |
-773
| Closed | -$258K | – | 102 |
|
|
2024
Q4 | $258K | Buy |
773
+1
| +0.1% | +$334 | 0.16% | 82 |
|
|
2024
Q3 | $211K | Sell |
772
-128
| -14% | -$35.1K | 0.12% | 97 |
|
|
2024
Q2 | $231K | Sell |
900
-349
| -28% | -$89.7K | 0.15% | 80 |
|
|
2024
Q1 | $376K | Hold |
1,249
| – | – | 0.26% | 68 |
|
|
2023
Q4 | $329K | Hold |
1,249
| – | – | 0.25% | 72 |
|
|
2023
Q3 | $253K | Hold |
1,249
| – | – | 0.25% | 71 |
|
|
2023
Q2 | $264K | Buy |
+1,249
| New | +$264K | 0.24% | 75 |
|