Founders Financial Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $815K | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $999K | Buy |
|
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|
2024
Q2 | $901K | Buy |
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|
2024
Q1 | $981K | Buy |
|
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|
2023
Q4 | $841K | Sell |
|
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $652K | Buy |
|
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|
2023
Q1 | $592K | Buy |
|
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $821K | Buy |
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|
2021
Q4 | $968K | Buy |
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|
2021
Q3 | $978K | Sell |
|
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $392K | Buy |
|