FAFN
First Affirmative Financial Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $805K | Buy |
2,998
+65
| +2% | +$17.4K | 0.49% | 41 |
|
|
2024
Q4 | $980K | Buy |
2,933
+134
| +5% | +$44.8K | 0.57% | 35 |
|
|
2024
Q3 | $766K | Buy |
2,799
+527
| +23% | +$144K | 0.42% | 58 |
|
|
2024
Q2 | $584K | Buy |
2,272
+412
| +22% | +$106K | 0.41% | 59 |
|
|
2024
Q1 | $560K | Buy |
1,860
+232
| +14% | +$69.9K | 0.41% | 60 |
|
|
2023
Q4 | $429K | Buy |
1,628
+372
| +30% | +$97.9K | 0.34% | 84 |
|
|
2023
Q3 | $255K | Buy |
+1,256
| New | +$255K | 0.25% | 131 |
|
|
2022
Q2 | – | Sell |
-1,147
| Closed | -$243K | – | 145 |
|
|
2022
Q1 | $243K | Buy |
1,147
+149
| +15% | +$31.6K | 0.23% | 130 |
|
|
2021
Q4 | $254K | Buy |
998
+99
| +11% | +$25.2K | 0.23% | 128 |
|
|
2021
Q3 | $244K | Buy |
+899
| New | +$244K | 0.25% | 123 |
|