Fountainhead AM’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Sell |
2,782
-138
| -5% | -$37.6K | 0.11% | 75 |
|
|
2025
Q1 | $784K | Buy |
2,920
+346
| +13% | +$92.8K | 0.13% | 63 |
|
|
2024
Q4 | $861K | Buy |
2,574
+60
| +2% | +$20.1K | 0.16% | 55 |
|
|
2024
Q3 | $688K | Buy |
2,514
+903
| +56% | +$247K | 0.14% | 58 |
|
|
2024
Q2 | $414K | Buy |
1,611
+75
| +5% | +$19.3K | 0.1% | 73 |
|
|
2024
Q1 | $463K | Sell |
1,536
-56
| -4% | -$16.9K | 0.11% | 69 |
|
|
2023
Q4 | $419K | Buy |
+1,592
| New | +$419K | 0.12% | 67 |
|