FIA
Foundations Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
78,663
+7,888
| +11% | +$2.15M | 0.34% | 73 |
|
|
2025
Q1 | $19M | Buy |
70,775
+34,302
| +94% | +$9.21M | 0.35% | 68 |
|
|
2024
Q4 | $12.2M | Buy |
36,473
+4,752
| +15% | +$1.59M | 0.24% | 97 |
|
|
2024
Q3 | $8.68M | Buy |
31,721
+4,891
| +18% | +$1.34M | 0.18% | 112 |
|
|
2024
Q2 | $6.9M | Buy |
26,830
+5,804
| +28% | +$1.49M | 0.17% | 109 |
|
|
2024
Q1 | $6.33M | Buy |
21,026
+3,653
| +21% | +$1.1M | 0.17% | 110 |
|
|
2023
Q4 | $4.93M | Buy |
17,373
+3,458
| +25% | +$981K | 0.13% | 123 |
|
|
2023
Q3 | $2.82M | Buy |
13,915
+2,198
| +19% | +$446K | 0.09% | 183 |
|
|
2023
Q2 | $2.48M | Buy |
11,717
+5,634
| +93% | +$1.19M | 0.08% | 168 |
|
|
2023
Q1 | $1.22M | Buy |
6,083
+3,136
| +106% | +$627K | 0.04% | 212 |
|
|
2022
Q4 | $391K | Sell |
2,947
-1,493
| -34% | -$198K | 0.02% | 318 |
|
|
2022
Q3 | $639K | Buy |
+4,440
| New | +$639K | 0.03% | 207 |
|