FIA
FPC Investment Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-202
| Closed | -$69K | – | 72 |
|
|
2024
Q4 | $69K | Buy |
202
+187
| +1,247% | +$63.9K | 0.05% | 40 |
|
|
2024
Q3 | $4.27K | Hold |
15
| – | – | ﹤0.01% | 59 |
|
|
2024
Q2 | $3.77K | Hold |
15
| – | – | ﹤0.01% | 65 |
|
|
2024
Q1 | $4.14K | Buy |
+15
| New | +$4.14K | ﹤0.01% | 54 |
|