LifePlan Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
8,760
+466
| +6% | +$127K | 1.98% | 12 |
|
|
2025
Q1 | $2.23M | Buy |
8,294
+9
| +0.1% | +$2.42K | 1.94% | 12 |
|
|
2024
Q4 | $2.77M | Sell |
8,285
-178
| -2% | -$59.5K | 2.45% | 7 |
|
|
2024
Q3 | $2.32M | Buy |
8,463
+1,822
| +27% | +$499K | 1.99% | 13 |
|
|
2024
Q2 | $1.71M | Sell |
6,641
-239
| -3% | -$61.4K | 1.57% | 18 |
|
|
2024
Q1 | $2.07M | Sell |
6,880
-73
| -1% | -$22K | 1.9% | 13 |
|
|
2023
Q4 | $1.83M | Buy |
+6,953
| New | +$1.83M | 1.83% | 13 |
|