Fi3 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
Q2 | $487K | Sell |
1,782
-187
| -9% | -$51.1K | 0.18% | 53 |
|
|
2025
Q1 | $528K | Sell |
1,969
-79
| -4% | -$21.2K | 0.21% | 47 |
|
|
2024
Q4 | $686K | Buy |
2,048
+102
| +5% | +$34.1K | 0.26% | 41 |
|
|
2024
Q3 | $533K | Buy |
1,946
+752
| +63% | +$206K | 0.21% | 43 |
|
|
2024
Q2 | $307K | Sell |
1,194
-396
| -25% | -$102K | 0.14% | 54 |
|
|
2024
Q1 | $435K | Sell |
1,590
-38
| -2% | -$10.4K | 0.2% | 41 |
|
|
2023
Q4 | $428K | Sell |
1,628
-152
| -9% | -$40K | 0.2% | 45 |
|
|
2023
Q3 | $361K | Buy |
1,780
+381
| +27% | +$77.3K | 0.19% | 49 |
|
|
2023
Q2 | $296K | Buy |
1,399
+10
| +0.7% | +$2.11K | 0.15% | 51 |
|
|
2023
Q1 | $277K | Buy |
+1,389
| New | +$277K | 0.15% | 56 |
|
|
2022
Q2 | – | Sell |
-1,086
| Closed | -$231K | – | 51 |
|
|
2022
Q1 | $231K | Buy |
1,086
+124
| +13% | +$26.4K | 0.18% | 42 |
|
|
2021
Q4 | $244K | Buy |
+962
| New | +$244K | 0.16% | 42 |
|