FI
Financial Insights’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
1,093
-7
| -0.6% | -$1.91K | 0.11% | 91 |
|
|
2025
Q1 | $295K | Buy |
1,100
+99
| +10% | +$26.6K | 0.12% | 83 |
|
|
2024
Q4 | $335K | Sell |
1,001
-864
| -46% | -$289K | 0.12% | 78 |
|
|
2024
Q3 | $510K | Sell |
1,865
-1,701
| -48% | -$466K | 0.16% | 82 |
|
|
2024
Q2 | $917K | Sell |
3,566
-639
| -15% | -$164K | 0.25% | 62 |
|
|
2024
Q1 | $1.27M | Buy |
4,205
+5
| +0.1% | +$1.51K | 0.35% | 57 |
|
|
2023
Q4 | $1.11M | Buy |
4,200
+92
| +2% | +$24.2K | 0.35% | 56 |
|
|
2023
Q3 | $825K | Buy |
4,108
+615
| +18% | +$124K | 0.29% | 63 |
|
|
2023
Q2 | $738K | Buy |
3,493
+1,153
| +49% | +$244K | 0.27% | 64 |
|
|
2023
Q1 | $467K | Buy |
+2,340
| New | +$467K | 0.19% | 89 |
|