FWM
FFT Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,018
| Closed | -$675K | – | 127 |
|
|
2024
Q4 | $675K | Buy |
2,018
+143
| +8% | +$47.8K | 0.05% | 76 |
|
|
2024
Q3 | $513K | Buy |
1,875
+250
| +15% | +$68.4K | 0.04% | 87 |
|
|
2024
Q2 | $418K | Sell |
1,625
-218
| -12% | -$56K | 0.04% | 89 |
|
|
2024
Q1 | $555K | Buy |
1,843
+282
| +18% | +$84.9K | 0.05% | 70 |
|
|
2023
Q4 | $411K | Buy |
1,561
+49
| +3% | +$12.9K | 0.04% | 68 |
|
|
2023
Q3 | $307K | Buy |
1,512
+268
| +22% | +$54.3K | 0.04% | 61 |
|
|
2023
Q2 | $263K | Buy |
1,244
+11
| +0.9% | +$2.32K | 0.03% | 87 |
|
|
2023
Q1 | $246K | Buy |
+1,233
| New | +$246K | 0.03% | 88 |
|