CPC
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CFC Planning Company’s Salesforce CRM Stock Holding History

CFC Planning Company’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.73M Buy
10,014
+587
+6% +$160K 2.58% 11
2025
Q1 		$2.53M Buy
9,427
+815
+9% +$219K 2.77% 14
2024
Q4 		$2.88M Buy
+8,612
New +$2.88M 3.08% 7