CFFP
Center for Financial Planning’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Hold |
7,362
| – | – | 0.23% | 38 |
|
|
2025
Q1 | $1.98M | Buy |
7,362
+12
| +0.2% | +$3.22K | 0.25% | 38 |
|
|
2024
Q4 | $2.46M | Hold |
7,350
| – | – | 0.33% | 26 |
|
|
2024
Q3 | $2.01M | Sell |
7,350
-338
| -4% | -$92.5K | 0.27% | 31 |
|
|
2024
Q2 | $1.98M | Buy |
7,688
+11
| +0.1% | +$2.83K | 0.29% | 30 |
|
|
2024
Q1 | $2.31M | Buy |
7,677
+326
| +4% | +$98.2K | 0.35% | 25 |
|
|
2023
Q4 | $1.93M | Hold |
7,351
| – | – | 0.36% | 26 |
|
|
2023
Q3 | $1.49M | Buy |
7,351
+27
| +0.4% | +$5.48K | 0.32% | 36 |
|
|
2023
Q2 | $1.55M | Hold |
7,324
| – | – | 0.32% | 35 |
|
|
2023
Q1 | $1.46M | Hold |
7,324
| – | – | 0.34% | 35 |
|
|
2022
Q4 | $971K | Buy |
7,324
+370
| +5% | +$49.1K | 0.24% | 48 |
|
|
2022
Q3 | $1M | Hold |
6,954
| – | – | 0.27% | 44 |
|
|
2022
Q2 | $1.15M | Hold |
6,954
| – | – | 0.29% | 39 |
|
|
2022
Q1 | $1.48M | Hold |
6,954
| – | – | 0.3% | 34 |
|
|
2021
Q4 | $1.77M | Hold |
6,954
| – | – | 0.36% | 27 |
|
|
2021
Q3 | $1.89M | Buy |
6,954
+176
| +3% | +$47.7K | 0.46% | 22 |
|
|
2021
Q2 | $1.66M | Hold |
6,778
| – | – | 0.41% | 26 |
|
|
2021
Q1 | $1.44M | Buy |
6,778
+28
| +0.4% | +$5.93K | 0.37% | 29 |
|
|
2020
Q4 | $1.5M | Hold |
6,750
| – | – | 0.43% | 25 |
|
|
2020
Q3 | $1.7M | Sell |
6,750
-2
| -0% | -$503 | 0.55% | 19 |
|
|
2020
Q2 | $1.27M | Buy |
6,752
+1,150
| +21% | +$215K | 0.44% | 27 |
|
|
2020
Q1 | $807K | Hold |
5,602
| – | – | 0.27% | 42 |
|
|
2019
Q4 | $911K | Buy |
+5,602
| New | +$911K | 0.23% | 40 |
|