Fi3 Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $244K | Buy |
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