FAM
Flaharty Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.4K | Buy |
324
+284
| +710% | +$77.4K | 0.02% | 129 |
|
|
2025
Q1 | $10.7K | Buy |
+40
| New | +$10.7K | ﹤0.01% | 321 |
|
|
2024
Q4 | – | Sell |
-419
| Closed | -$115K | – | 190 |
|
|
2024
Q3 | $115K | Buy |
+419
| New | +$115K | 0.02% | 153 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$3.85K | – | 181 |
|
|
2023
Q3 | $3.85K | Buy |
+19
| New | +$3.85K | ﹤0.01% | 391 |
|