EFS
Econ Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
+5,239
| New | +$1.43M | 0.74% | 48 |
|
|
2022
Q3 | – | Sell |
-1,861
| Closed | -$307K | – | 80 |
|
|
2022
Q2 | $307K | Buy |
1,861
+1,840
| +8,762% | +$304K | 0.25% | 64 |
|
|
2022
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 122 |
|
|
2021
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 150 |
|