Financial Enhancement 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 | $578K | Sell |
2,240
-14
| -0.6% | -$3.61K | 0.08% | 101 |
|
|
2025
Q1 | $549K | Buy |
+2,254
| New | +$549K | 0.09% | 91 |
|
|
2024
Q2 | – | Sell |
-23,460
| Closed | -$6.9M | – | 116 |
|
|
2024
Q1 | $6.9M | Sell |
23,460
-18
| -0.1% | -$5.3K | 1.13% | 32 |
|
|
2023
Q4 | $6.37M | Buy |
23,478
+3,261
| +16% | +$885K | 1.12% | 33 |
|
|
2023
Q3 | $4.22M | Buy |
20,217
+540
| +3% | +$113K | 0.81% | 45 |
|
|
2023
Q2 | $4.34M | Buy |
+19,677
| New | +$4.34M | 0.8% | 43 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$3K | – | 303 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 219 |
|
|
2022
Q1 | $4K | Sell |
19
-112
| -85% | -$23.6K | ﹤0.01% | 213 |
|
|
2021
Q4 | $33K | Buy |
131
+112
| +589% | +$28.2K | 0.01% | 154 |
|
|
2021
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 221 |
|
|
2021
Q2 | $5K | Sell |
19
-10
| -34% | -$2.63K | ﹤0.01% | 205 |
|
|
2021
Q1 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 200 |
|
|
2020
Q2 | – | Sell |
-5,710
| Closed | -$822K | – | 255 |
|
|
2020
Q1 | $822K | Buy |
+5,710
| New | +$822K | 0.24% | 56 |
|