Fairfield Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$16.8K | – | 97 |
|
|
2024
Q4 | $16.8K | Hold |
50
| – | – | 0.01% | 180 |
|
|
2024
Q3 | $13.7K | Hold |
50
| – | – | ﹤0.01% | 205 |
|
|
2024
Q2 | $12.9K | Buy |
+50
| New | +$12.9K | ﹤0.01% | 198 |
|
|
2023
Q4 | $26.3K | Hold |
100
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $20.3K | Hold |
100
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $21.1K | Hold |
100
| – | – | 0.01% | 185 |
|
|
2023
Q1 | $19.7K | Sell |
100
-90
| -47% | -$17.7K | 0.01% | 190 |
|
|
2022
Q4 | $25.2K | Hold |
190
| – | – | 0.01% | 161 |
|
|
2022
Q3 | $27.3K | Hold |
190
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $31.4K | Sell |
190
-40
| -17% | -$6.6K | 0.01% | 142 |
|
|
2022
Q1 | $48.8K | Buy |
+230
| New | +$48.8K | 0.02% | 127 |
|