ERn Financial LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
803
+5
| +0.6% | +$1.36K | 0.05% | 137 |
|
|
2025
Q1 | $214K | Buy |
798
+13
| +2% | +$3.49K | 0.03% | 172 |
|
|
2024
Q4 | $262K | Buy |
+785
| New | +$262K | 0.04% | 173 |
|
|
2024
Q2 | – | Sell |
-670
| Closed | -$202K | – | 179 |
|
|
2024
Q1 | $202K | Buy |
+670
| New | +$202K | 0.04% | 171 |
|