Financial Connections Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
463
+200
| +76% | +$54.4K | 0.05% | 74 |
|
|
2025
Q1 | $70K | Hold |
263
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $87K | Sell |
263
-114
| -30% | -$37.7K | 0.04% | 70 |
|
|
2024
Q3 | $103K | Sell |
377
-39
| -9% | -$10.7K | 0.05% | 65 |
|
|
2024
Q2 | $106K | Hold |
416
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $126K | Hold |
416
| – | – | 0.14% | 35 |
|
|
2023
Q4 | $109K | Hold |
416
| – | – | 0.07% | 69 |
|
|
2023
Q3 | $84K | Hold |
416
| – | – | 0.1% | 53 |
|
|
2023
Q2 | $87K | Hold |
416
| – | – | 0.06% | 87 |
|
|
2023
Q1 | $83K | Hold |
416
| – | – | 0.06% | 71 |
|
|
2022
Q4 | $55K | Hold |
416
| – | – | 0.04% | 83 |
|
|
2022
Q3 | $59K | Sell |
416
-145
| -26% | -$20.6K | 0.05% | 68 |
|
|
2022
Q2 | $92K | Buy |
561
+145
| +35% | +$23.8K | 0.08% | 76 |
|
|
2022
Q1 | $88K | Hold |
416
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $105K | Buy |
+416
| New | +$105K | 0.1% | 74 |
|