CG
CFO4Life Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
774
-92
| -11% | -$25.1K | 0.03% | 211 |
|
|
2025
Q1 | $232K | Buy |
866
+94
| +12% | +$25.2K | 0.04% | 183 |
|
|
2024
Q4 | $258K | Buy |
+772
| New | +$258K | 0.05% | 172 |
|
|
2024
Q2 | – | Sell |
-3,430
| Closed | -$1.03M | – | 211 |
|
|
2024
Q1 | $1.03M | Sell |
3,430
-179
| -5% | -$53.9K | 0.19% | 62 |
|
|
2023
Q4 | $950K | Buy |
3,609
+164
| +5% | +$43.2K | 0.18% | 68 |
|
|
2023
Q3 | $699K | Buy |
+3,445
| New | +$699K | 0.16% | 74 |
|