First Affirmative Financial Network’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$805K Buy
2024
Q4
$980K Buy
2024
Q3
$766K Buy
2024
Q2
$584K Buy
2024
Q1
$560K Buy
2023
Q4
$429K Buy
2023
Q3
$255K Buy
2022
Q2
Sell
2022
Q1
$243K Buy
2021
Q4
$254K Buy
2021
Q3
$244K Buy