Frazier Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
467
+14
| +3% | +$3.82K | 0.09% | 84 |
|
|
2025
Q1 | $121K | Buy |
453
+33
| +8% | +$8.85K | 0.09% | 74 |
|
|
2024
Q4 | $141K | Sell |
420
-119
| -22% | -$40K | 0.11% | 70 |
|
|
2024
Q3 | $147K | Sell |
539
-25
| -4% | -$6.84K | 0.11% | 71 |
|
|
2024
Q2 | $145K | Buy |
564
+123
| +28% | +$31.6K | 0.12% | 77 |
|
|
2024
Q1 | $133K | Buy |
441
+356
| +419% | +$107K | 0.11% | 79 |
|
|
2023
Q4 | $22.4K | Buy |
+85
| New | +$22.4K | 0.02% | 221 |
|