Ford Financial Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,495
Closed -$215K 122
2022
Q3
$215K Sell
1,495
-9
-0.6% -$1.29K 0.09% 108
2022
Q2
$248K Sell
1,504
-1
-0.1% -$165 0.1% 99
2022
Q1
$319K Buy
1,505
+232
+18% +$49.2K 0.12% 89
2021
Q4
$323 Sell
1,273
-45
-3% -$11 0.06% 74
2021
Q3
$357K Hold
1,318
0.14% 64
2021
Q2
$321K Hold
1,318
0.12% 71
2021
Q1
$279K Buy
+1,318
New +$279K 0.12% 75