GFA
Gifford Fong Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Hold |
43,009
| – | – | 2.7% | 7 |
|
|
2025
Q1 | $11.5M | Buy |
43,009
+25,000
| +139% | +$6.71M | 2.87% | 7 |
|
|
2024
Q4 | $6.02M | Hold |
18,009
| – | – | 1.48% | 16 |
|
|
2024
Q3 | $4.93M | Hold |
18,009
| – | – | 1.23% | 20 |
|
|
2024
Q2 | $4.63M | Hold |
18,009
| – | – | 1.23% | 18 |
|
|
2024
Q1 | $5.42M | Sell |
18,009
-10,577
| -37% | -$3.19M | 1.5% | 13 |
|
|
2023
Q4 | $7.52M | Hold |
28,586
| – | – | 1.6% | 13 |
|
|
2023
Q3 | $5.8M | Hold |
28,586
| – | – | 1.39% | 16 |
|
|
2023
Q2 | $6.04M | Hold |
28,586
| – | – | 1.42% | 16 |
|
|
2023
Q1 | $5.71M | Sell |
28,586
-19,035
| -40% | -$3.8M | 1.5% | 14 |
|
|
2022
Q4 | $6.31M | Hold |
47,621
| – | – | 1.45% | 18 |
|
|
2022
Q3 | $6.85M | Hold |
47,621
| – | – | 1.69% | 14 |
|
|
2022
Q2 | $7.86M | Hold |
47,621
| – | – | 1.83% | 12 |
|
|
2022
Q1 | $10.1M | Hold |
47,621
| – | – | 1.85% | 12 |
|
|
2021
Q4 | $12.1M | Hold |
47,621
| – | – | 2.12% | 11 |
|
|
2021
Q3 | $12.9M | Hold |
47,621
| – | – | 2.51% | 8 |
|
|
2021
Q2 | $11.6M | Hold |
47,621
| – | – | 2.26% | 9 |
|
|
2021
Q1 | $10.1M | Hold |
47,621
| – | – | 2.17% | 9 |
|
|
2020
Q4 | $10.6M | Buy |
47,621
+32,621
| +217% | +$7.26M | 2.46% | 8 |
|
|
2020
Q3 | $3.77M | Sell |
15,000
-15,000
| -50% | -$3.77M | 1.01% | 25 |
|
|
2020
Q2 | $5.62M | Hold |
30,000
| – | – | 1.7% | 12 |
|
|
2020
Q1 | $4.32M | Buy |
30,000
+20,000
| +200% | +$2.88M | 1.58% | 17 |
|
|
2019
Q4 | $1.63M | Hold |
10,000
| – | – | 0.47% | 54 |
|
|
2019
Q3 | $1.48M | Buy |
+10,000
| New | +$1.48M | 0.49% | 56 |
|