EFA
Evernest Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,348
+242
| +22% | +$66K | 0.12% | 125 |
|
|
2025
Q1 | $297K | Sell |
1,106
-28
| -2% | -$7.51K | 0.11% | 130 |
|
|
2024
Q4 | $379K | Sell |
1,134
-1
| -0.1% | -$334 | 0.1% | 120 |
|
|
2024
Q3 | $311K | Sell |
1,135
-32
| -3% | -$8.76K | 0.08% | 130 |
|
|
2024
Q2 | $300K | Buy |
1,167
+1
| +0.1% | +$257 | 0.13% | 106 |
|
|
2024
Q1 | $315K | Buy |
1,166
+166
| +17% | +$44.9K | 0.15% | 101 |
|
|
2023
Q4 | $263K | Buy |
+1,000
| New | +$263K | 0.13% | 113 |
|
|
2021
Q4 | $269K | Buy |
+924
| New | +$269K | 0.14% | 107 |
|