Community Financial Services Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,375
| Closed | -$460K | – | 100 |
|
|
2024
Q4 | $460K | Sell |
1,375
-9,149
| -87% | -$3.06M | 0.09% | 84 |
|
|
2024
Q3 | $2.88M | Sell |
10,524
-229
| -2% | -$62.7K | 0.59% | 56 |
|
|
2024
Q2 | $2.76M | Buy |
10,753
+698
| +7% | +$179K | 0.6% | 54 |
|
|
2024
Q1 | $3.03M | Buy |
+10,055
| New | +$3.03M | 0.69% | 47 |
|
|
2023
Q3 | $413K | Buy |
+2,039
| New | +$413K | 0.1% | 103 |
|