CFCI
Comprehensive Financial Consultants Institutional’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
8,621
+566
| +7% | +$154K | 0.77% | 48 |
|
|
2025
Q1 | $2.16M | Buy |
8,055
+146
| +2% | +$39.2K | 0.77% | 48 |
|
|
2024
Q4 | $2.64M | Buy |
7,909
+41
| +0.5% | +$13.7K | 0.96% | 37 |
|
|
2024
Q3 | $2.15M | Buy |
7,868
+113
| +1% | +$30.9K | 0.79% | 46 |
|
|
2024
Q2 | $1.99M | Buy |
7,755
+218
| +3% | +$56K | 0.78% | 47 |
|
|
2024
Q1 | $2.27M | Buy |
7,537
+47
| +0.6% | +$14.2K | 0.94% | 36 |
|
|
2023
Q4 | $1.97M | Buy |
7,490
+572
| +8% | +$151K | 0.92% | 35 |
|
|
2023
Q3 | $1.4M | Buy |
6,918
+664
| +11% | +$135K | 0.74% | 51 |
|
|
2023
Q2 | $1.43M | Buy |
6,254
+30
| +0.5% | +$6.84K | 0.75% | 49 |
|
|
2023
Q1 | $1.24M | Buy |
6,224
+399
| +7% | +$79.7K | 0.7% | 52 |
|
|
2022
Q4 | $871K | Buy |
5,825
+519
| +10% | +$77.6K | 0.53% | 75 |
|
|
2022
Q3 | $780K | Buy |
5,306
+302
| +6% | +$44.4K | 0.51% | 74 |
|
|
2022
Q2 | $832K | Buy |
5,004
+123
| +3% | +$20.5K | 0.59% | 68 |
|
|
2022
Q1 | $828K | Buy |
4,881
+752
| +18% | +$128K | 0.58% | 68 |
|
|
2021
Q4 | $859K | Buy |
+4,129
| New | +$859K | 0.55% | 66 |
|