FZCM
Flynn Zito Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
1,782
-549
| -24% | -$150K | 0.2% | 69 |
|
|
2025
Q1 | $625K | Sell |
2,331
-1,125
| -33% | -$302K | 0.29% | 53 |
|
|
2024
Q4 | $1.16M | Sell |
3,456
-22
| -0.6% | -$7.36K | 0.54% | 32 |
|
|
2024
Q3 | $952K | Sell |
3,478
-1,826
| -34% | -$500K | 0.46% | 33 |
|
|
2024
Q2 | $1.36M | Sell |
5,304
-3,668
| -41% | -$943K | 0.7% | 22 |
|
|
2024
Q1 | $2.7M | Buy |
+8,972
| New | +$2.7M | 1.4% | 16 |
|