KFS
Kaizen Financial Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
6,257
-139
| -2% | -$37.9K | 0.87% | 23 |
|
|
2025
Q1 | $1.72M | Buy |
6,396
+71
| +1% | +$19.1K | 0.99% | 21 |
|
|
2024
Q4 | $2.11M | Sell |
6,325
-907
| -13% | -$303K | 1.2% | 20 |
|
|
2024
Q3 | $1.98M | Sell |
7,232
-126
| -2% | -$34.5K | 1.15% | 19 |
|
|
2024
Q2 | $1.9M | Buy |
7,358
+636
| +9% | +$164K | 1.18% | 21 |
|
|
2024
Q1 | $2.02M | Sell |
6,722
-4
| -0.1% | -$1.21K | 1.37% | 18 |
|
|
2023
Q4 | $1.77M | Sell |
6,726
-441
| -6% | -$116K | 1.34% | 20 |
|
|
2023
Q3 | $1.45M | Sell |
7,167
-265
| -4% | -$53.7K | 1.23% | 20 |
|
|
2023
Q2 | $1.69M | Sell |
7,432
-473
| -6% | -$108K | 1.45% | 16 |
|
|
2023
Q1 | $1.58M | Sell |
7,905
-342
| -4% | -$68.3K | 1.56% | 15 |
|
|
2022
Q4 | $1.23M | Sell |
8,247
-3,750
| -31% | -$561K | 1.22% | 25 |
|
|
2022
Q3 | $1.73M | Sell |
11,997
-43
| -0.4% | -$6.19K | 1.75% | 16 |
|
|
2022
Q2 | $1.99M | Buy |
12,040
+122
| +1% | +$20.1K | 1.96% | 12 |
|
|
2022
Q1 | $2.53M | Buy |
11,918
+1,041
| +10% | +$221K | 1.98% | 12 |
|
|
2021
Q4 | $2.76M | Buy |
10,877
+2,949
| +37% | +$749K | 2.07% | 10 |
|
|
2021
Q3 | $2.15M | Buy |
+7,928
| New | +$2.15M | 1.73% | 13 |
|
|
2021
Q1 | $2.51M | Buy |
11,833
+1,120
| +10% | +$237K | 2.39% | 4 |
|
|
2020
Q4 | $2.38M | Buy |
+10,713
| New | +$2.38M | 2.65% | 5 |
|