Founders Financial Alliance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | $75K | Buy |
|