Florida Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
1,978
+256
| +15% | +$69.8K | 0.18% | 128 |
|
|
2025
Q1 | $462K | Sell |
1,722
-250
| -13% | -$67K | 0.18% | 116 |
|
|
2024
Q4 | $659K | Buy |
1,972
+1,030
| +109% | +$344K | 0.29% | 65 |
|
|
2024
Q3 | $258K | Sell |
942
-254
| -21% | -$69.5K | 0.13% | 144 |
|
|
2024
Q2 | $305K | Sell |
1,196
-7
| -0.6% | -$1.79K | 0.18% | 94 |
|
|
2024
Q1 | $362K | Buy |
1,203
+317
| +36% | +$95.5K | 0.27% | 66 |
|
|
2023
Q4 | $231K | Buy |
+886
| New | +$231K | 0.21% | 95 |
|