Farther Finance Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Buy |
23,134
+4,337
| +23% | +$1.18M | 0.13% | 151 |
|
|
2025
Q1 | $5.08M | Buy |
18,797
+522
| +3% | +$141K | 0.13% | 148 |
|
|
2024
Q4 | $6.11M | Buy |
18,275
+2,324
| +15% | +$777K | 0.22% | 95 |
|
|
2024
Q3 | $4.37M | Sell |
15,951
-735
| -4% | -$201K | 0.16% | 112 |
|
|
2024
Q2 | $4.28M | Buy |
16,686
+5,914
| +55% | +$1.52M | 0.21% | 85 |
|
|
2024
Q1 | $3.26M | Buy |
10,772
+1,217
| +13% | +$368K | 0.2% | 96 |
|
|
2023
Q4 | $2.51M | Buy |
9,555
+4,371
| +84% | +$1.15M | 0.18% | 104 |
|
|
2023
Q3 | $1.05M | Buy |
5,184
+1,279
| +33% | +$259K | 0.17% | 118 |
|
|
2023
Q2 | $825K | Buy |
3,905
+324
| +9% | +$68.4K | 0.18% | 106 |
|
|
2023
Q1 | $715K | Buy |
3,581
+2,311
| +182% | +$462K | 0.21% | 92 |
|
|
2022
Q4 | $168K | Buy |
+1,270
| New | +$168K | 0.07% | 248 |
|