CFIA
Cantor Fitzgerald Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,410
+10
| +0.7% | +$2.73K | 0.03% | 161 |
|
|
2025
Q1 | $376K | Hold |
1,400
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $468K | Hold |
1,400
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $383K | Buy |
+1,400
| New | +$383K | 0.03% | 164 |
|
|
2022
Q1 | $212K | Hold |
1,000
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $254K | Hold |
1,000
| – | – | 0.02% | 289 |
|
|
2021
Q3 | $271K | Hold |
1,000
| – | – | 0.02% | 139 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $223K | Hold |
1,000
| – | – | 0.03% | 62 |
|
|
2020
Q4 | $223K | Buy |
+1,000
| New | +$223K | 0.03% | 62 |
|