Financial Management Network’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
+1,234
| New | +$336K | 0.06% | 136 |
|
|
2025
Q1 | – | Sell |
-723
| Closed | -$241K | – | 154 |
|
|
2024
Q4 | $241K | Sell |
723
-4
| -0.6% | -$1.33K | 0.05% | 146 |
|
|
2024
Q3 | $209K | Buy |
+727
| New | +$209K | 0.04% | 160 |
|
|
2024
Q2 | – | Sell |
-725
| Closed | -$213K | – | 155 |
|
|
2024
Q1 | $213K | Buy |
+725
| New | +$213K | 0.05% | 149 |
|