Howard 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
$409K Sell
1,499
-42
-3% -$11.5K 0.05% 119
2025
Q1
$414K Buy
1,541
+125
+9% +$33.5K 0.06% 118
2024
Q4
$473K Buy
1,416
+268
+23% +$89.6K 0.06% 102
2024
Q3
$314K Buy
+1,148
New +$314K 0.05% 122