Founders Financial Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
4,913
-313
| -6% | -$85.4K | 0.1% | 197 |
|
|
2025
Q1 | $1.39M | Buy |
5,226
+977
| +23% | +$260K | 0.12% | 178 |
|
|
2024
Q4 | $1.42M | Buy |
4,249
+601
| +16% | +$201K | 0.13% | 143 |
|
|
2024
Q3 | $999K | Buy |
3,648
+144
| +4% | +$39.4K | 0.09% | 186 |
|
|
2024
Q2 | $901K | Buy |
3,504
+247
| +8% | +$63.5K | 0.09% | 194 |
|
|
2024
Q1 | $981K | Buy |
3,257
+60
| +2% | +$18.1K | 0.1% | 168 |
|
|
2023
Q4 | $841K | Sell |
3,197
-117
| -4% | -$30.8K | 0.09% | 188 |
|
|
2023
Q3 | $672K | Buy |
3,314
+226
| +7% | +$45.8K | 0.09% | 177 |
|
|
2023
Q2 | $652K | Buy |
3,088
+126
| +4% | +$26.6K | 0.09% | 181 |
|
|
2023
Q1 | $592K | Buy |
2,962
+122
| +4% | +$24.4K | 0.09% | 183 |
|
|
2022
Q4 | $377K | Sell |
2,840
-326
| -10% | -$43.2K | 0.06% | 225 |
|
|
2022
Q3 | $455K | Sell |
3,166
-103
| -3% | -$14.8K | 0.08% | 186 |
|
|
2022
Q2 | $540K | Sell |
3,269
-600
| -16% | -$99.1K | 0.11% | 155 |
|
|
2022
Q1 | $821K | Buy |
3,869
+58
| +2% | +$12.3K | 0.15% | 131 |
|
|
2021
Q4 | $968K | Buy |
3,811
+206
| +6% | +$52.3K | 0.17% | 112 |
|
|
2021
Q3 | $978K | Sell |
3,605
-1,098
| -23% | -$298K | 0.2% | 105 |
|
|
2021
Q2 | $1.15M | Buy |
4,703
+1,591
| +51% | +$389K | 0.23% | 94 |
|
|
2021
Q1 | $659K | Buy |
3,112
+478
| +18% | +$101K | 0.15% | 135 |
|
|
2020
Q4 | $586K | Buy |
2,634
+1,075
| +69% | +$239K | 0.14% | 116 |
|
|
2020
Q3 | $392K | Buy |
+1,559
| New | +$392K | 0.12% | 111 |
|