BFAG
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Blackston Financial Advisory Group’s Salesforce CRM Stock Holding History

Blackston Financial Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$486K Buy
1,782
+50
+3% +$13.6K 0.22% 77
2025
Q1 		$465K Buy
1,732
+286
+20% +$76.8K 0.24% 77
2024
Q4 		$484K Buy
1,446
+171
+13% +$57.2K 0.24% 64
2024
Q3 		$349K Buy
1,275
+205
+19% +$56.1K 0.18% 87
2024
Q2 		$275K Buy
+1,070
New +$275K 0.15% 57