Fiduciary Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
3,270
-2,020
| -38% | -$551K | 0.29% | 70 |
|
|
2025
Q1 | $1.42M | Buy |
+5,290
| New | +$1.42M | 0.47% | 41 |
|
|
2024
Q4 | – | Sell |
-4,630
| Closed | -$1.27M | – | 105 |
|
|
2024
Q3 | $1.27M | Sell |
4,630
-384
| -8% | -$105K | 0.42% | 49 |
|
|
2024
Q2 | $1.29M | Sell |
5,014
-406
| -7% | -$104K | 0.51% | 46 |
|
|
2024
Q1 | $1.63M | Buy |
5,420
+540
| +11% | +$163K | 0.64% | 36 |
|
|
2023
Q4 | $1.28M | Buy |
+4,880
| New | +$1.28M | 0.56% | 34 |
|