Founders Financial Alliance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
2,134
+326
| +18% | +$88.9K | 0.13% | 156 |
|
|
2025
Q1 | $485K | Buy |
+1,808
| New | +$485K | 0.12% | 179 |
|
|
2024
Q1 | – | Sell |
-1,031
| Closed | -$271K | – | 561 |
|
|
2023
Q4 | $271K | Sell |
1,031
-78
| -7% | -$20.5K | 0.11% | 195 |
|
|
2023
Q3 | $225K | Sell |
1,109
-385
| -26% | -$78.1K | 0.1% | 202 |
|
|
2023
Q2 | $316K | Buy |
1,494
+415
| +38% | +$87.7K | 0.12% | 176 |
|
|
2023
Q1 | $214K | Buy |
+1,079
| New | +$214K | 0.11% | 194 |
|
|
2022
Q1 | – | Sell |
-1,128
| Closed | -$287K | – | 444 |
|
|
2021
Q4 | $287K | Buy |
+1,128
| New | +$287K | 0.12% | 186 |
|
|
2021
Q3 | – | Sell |
-917
| Closed | -$223K | – | 462 |
|
|
2021
Q2 | $223K | Buy |
+917
| New | +$223K | 0.1% | 215 |
|
|
2021
Q1 | – | Sell |
-976
| Closed | -$219K | – | 464 |
|
|
2020
Q4 | $219K | Buy |
976
+678
| +228% | +$152K | 0.12% | 184 |
|
|
2020
Q3 | $75K | Buy |
+298
| New | +$75K | 0.04% | 311 |
|