HPM
Hoxton Planning & Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
1,065
+169
| +19% | +$46.1K | 0.1% | 160 |
|
|
2025
Q1 | $240K | Buy |
+896
| New | +$240K | 0.09% | 169 |
|
|
2024
Q3 | $222K | Buy |
+811
| New | +$222K | 0.09% | 189 |
|
|
2024
Q2 | – | Sell |
-730
| Closed | -$220K | – | 161 |
|
|
2024
Q1 | $220K | Buy |
+730
| New | +$220K | 0.11% | 145 |
|