Horizon Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.8K | Hold |
300
| – | – | 0.04% | 69 |
|
|
2025
Q1 | $80.5K | Buy |
300
+2
| +0.7% | +$537 | 0.04% | 65 |
|
|
2024
Q4 | $99.6K | Hold |
298
| – | – | 0.06% | 65 |
|
|
2024
Q3 | $81.6K | Hold |
298
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $76.6K | Buy |
298
+52
| +21% | +$13.4K | 0.05% | 72 |
|
|
2024
Q1 | $74.1K | Buy |
+246
| New | +$74.1K | 0.05% | 69 |
|