FF
Farrell Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
1,445
+1
| +0.1% | +$273 | 0.26% | 52 |
|
|
2025
Q1 | $388K | Hold |
1,444
| – | – | 0.28% | 52 |
|
|
2024
Q4 | $483K | Hold |
1,444
| – | – | 0.35% | 45 |
|
|
2024
Q3 | $465K | Buy |
1,444
+1
| +0.1% | +$322 | 0.33% | 46 |
|
|
2024
Q2 | $371K | Buy |
1,443
+80
| +6% | +$20.6K | 0.29% | 48 |
|
|
2024
Q1 | $411K | Hold |
1,363
| – | – | 0.34% | 48 |
|
|
2023
Q4 | $277K | Buy |
+1,363
| New | +$277K | 0.28% | 47 |
|