Comprehensive Financial Consultants Institutional’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Buy |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $2.16M | Buy |
|
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|
2024
Q4 | $2.64M | Buy |
|
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|
2024
Q3 | $2.15M | Buy |
|
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $2.27M | Buy |
|
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|
2023
Q4 | $1.97M | Buy |
|
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|
2023
Q3 | $1.4M | Buy |
|
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|
2023
Q2 | $1.43M | Buy |
|
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|
2023
Q1 | $1.24M | Buy |
|
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|
2022
Q4 | $871K | Buy |
|
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|
2022
Q3 | $780K | Buy |
|
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|
2022
Q2 | $832K | Buy |
|
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $859K | Buy |
|