FAN
Financial Advisors Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-626
| Closed | -$209K | – | 187 |
|
|
2024
Q4 | $209K | Buy |
+626
| New | +$209K | 0.03% | 179 |
|
|
2022
Q2 | – | Sell |
-1,116
| Closed | -$237K | – | 122 |
|
|
2022
Q1 | $237K | Sell |
1,116
-14
| -1% | -$2.97K | 0.06% | 112 |
|
|
2021
Q4 | $287K | Buy |
1,130
+15
| +1% | +$3.81K | 0.06% | 119 |
|
|
2021
Q3 | $342K | Buy |
1,115
+105
| +10% | +$32.2K | 0.08% | 116 |
|
|
2021
Q2 | $247K | Buy |
1,010
+5
| +0.5% | +$1.22K | 0.07% | 109 |
|
|
2021
Q1 | $213K | Buy |
1,005
+49
| +5% | +$10.4K | 0.07% | 107 |
|
|
2020
Q4 | $213K | Buy |
956
+27
| +3% | +$6.02K | 0.07% | 111 |
|
|
2020
Q3 | $233K | Buy |
+929
| New | +$233K | 0.09% | 99 |
|
|
2017
Q1 | – | Sell |
-350
| Closed | -$27.4K | – | 165 |
|
|
2016
Q4 | $27.4K | Buy |
+350
| New | +$27.4K | 0.02% | 170 |
|