CFS
CRA Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
1,183
+28
| +2% | +$7.63K | 0.05% | 213 |
|
|
2025
Q1 | $310K | Sell |
1,155
-21
| -2% | -$5.64K | 0.05% | 209 |
|
|
2024
Q4 | $393K | Buy |
1,176
+16
| +1% | +$5.35K | 0.07% | 167 |
|
|
2024
Q3 | $318K | Buy |
1,160
+38
| +3% | +$10.4K | 0.06% | 190 |
|
|
2024
Q2 | $288K | Buy |
1,122
+247
| +28% | +$63.5K | 0.06% | 187 |
|
|
2024
Q1 | $264K | Buy |
875
+18
| +2% | +$5.42K | 0.06% | 198 |
|
|
2023
Q4 | $226K | Buy |
+857
| New | +$226K | 0.06% | 200 |
|
|
2022
Q1 | – | Sell |
-907
| Closed | -$230K | – | 209 |
|
|
2021
Q4 | $230K | Hold |
907
| – | – | 0.07% | 186 |
|
|
2021
Q3 | $246K | Hold |
907
| – | – | 0.08% | 172 |
|
|
2021
Q2 | $222K | Buy |
+907
| New | +$222K | 0.08% | 169 |
|