First Pacific Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
6,951
+999
| +17% | +$272K | 0.28% | 51 |
|
|
2025
Q1 | $1.6M | Sell |
5,952
-797
| -12% | -$214K | 0.32% | 32 |
|
|
2024
Q4 | $2.26M | Buy |
6,749
+77
| +1% | +$25.7K | 0.53% | 27 |
|
|
2024
Q3 | $1.83M | Buy |
6,672
+108
| +2% | +$29.6K | 0.43% | 27 |
|
|
2024
Q2 | $1.69M | Buy |
6,564
+184
| +3% | +$47.3K | 0.43% | 25 |
|
|
2024
Q1 | $1.92M | Sell |
6,380
-1,082
| -15% | -$326K | 0.54% | 24 |
|
|
2023
Q4 | $1.96M | Buy |
7,462
+1,420
| +24% | +$374K | 0.6% | 24 |
|
|
2023
Q3 | $1.23M | Sell |
6,042
-111
| -2% | -$22.5K | 0.55% | 22 |
|
|
2023
Q2 | $1.3M | Sell |
6,153
-95
| -2% | -$20.1K | 0.55% | 21 |
|
|
2023
Q1 | $1.25M | Sell |
6,248
-199
| -3% | -$39.8K | 0.58% | 21 |
|
|
2022
Q4 | $855K | Buy |
6,447
+449
| +7% | +$59.5K | 0.42% | 57 |
|
|
2022
Q3 | $863K | Buy |
5,998
+384
| +7% | +$55.3K | 0.5% | 39 |
|
|
2022
Q2 | $926K | Buy |
5,614
+2,215
| +65% | +$365K | 0.43% | 34 |
|
|
2022
Q1 | $722K | Buy |
3,399
+192
| +6% | +$40.8K | 0.37% | 60 |
|
|
2021
Q4 | $815K | Buy |
3,207
+86
| +3% | +$21.9K | 0.39% | 55 |
|
|
2021
Q3 | $846K | Buy |
3,121
+154
| +5% | +$41.7K | 0.45% | 43 |
|
|
2021
Q2 | $725K | Buy |
2,967
+356
| +14% | +$87K | 0.4% | 52 |
|
|
2021
Q1 | $553K | Buy |
2,611
+589
| +29% | +$125K | 0.35% | 62 |
|
|
2020
Q4 | $450K | Buy |
+2,022
| New | +$450K | 0.27% | 64 |
|