Fiduciary Alliance’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
+2,509
| New | +$684K | 0.05% | 275 |
|
|
2025
Q1 | – | Sell |
-1,153
| Closed | -$385K | – | 391 |
|
|
2024
Q4 | $385K | Sell |
1,153
-109
| -9% | -$36.4K | 0.04% | 267 |
|
|
2024
Q3 | $345K | Buy |
1,262
+64
| +5% | +$17.5K | 0.05% | 193 |
|
|
2024
Q2 | $307K | Buy |
+1,198
| New | +$307K | 0.05% | 164 |
|
|
2023
Q3 | – | Sell |
-492
| Closed | -$104K | – | 319 |
|
|
2023
Q2 | $104K | Buy |
+492
| New | +$104K | 0.02% | 207 |
|
|
2023
Q1 | – | Sell |
-440
| Closed | -$58.3K | – | 294 |
|
|
2022
Q4 | $58.3K | Buy |
+440
| New | +$58.3K | 0.02% | 212 |
|