FNFDCM
Folger Nolan Fleming Douglas Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
8,594
+764
| +10% | +$208K | 0.26% | 60 |
|
|
2025
Q1 | $2.1M | Buy |
7,830
+65
| +0.8% | +$17.4K | 0.24% | 62 |
|
|
2024
Q4 | $2.6M | Buy |
7,765
+3,164
| +69% | +$1.06M | 0.27% | 56 |
|
|
2024
Q3 | $1.26M | Buy |
4,601
+1,729
| +60% | +$473K | 0.12% | 78 |
|
|
2024
Q2 | $738K | Buy |
2,872
+1,385
| +93% | +$356K | 0.08% | 97 |
|
|
2024
Q1 | $448K | Buy |
1,487
+290
| +24% | +$87.4K | 0.05% | 119 |
|
|
2023
Q4 | $315K | Buy |
1,197
+165
| +16% | +$43.4K | 0.03% | 135 |
|
|
2023
Q3 | $209K | Buy |
1,032
+70
| +7% | +$14.2K | 0.02% | 156 |
|
|
2023
Q2 | $203K | Buy |
+962
| New | +$203K | 0.02% | 163 |
|