My Personal CFO LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
827
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $222K | Sell |
827
-6
| -0.7% | -$1.61K | 0.11% | 83 |
|
|
2024
Q4 | $278K | Buy |
833
+1
| +0.1% | +$334 | 0.14% | 76 |
|
|
2024
Q3 | $228K | Sell |
832
-107
| -11% | -$29.3K | 0.12% | 84 |
|
|
2024
Q2 | $241K | Buy |
939
+90
| +11% | +$23.1K | 0.13% | 97 |
|
|
2024
Q1 | $256K | Buy |
849
+35
| +4% | +$10.5K | 0.15% | 88 |
|
|
2023
Q4 | $214K | Sell |
814
-256
| -24% | -$67.4K | 0.14% | 89 |
|
|
2023
Q3 | $217K | Buy |
+1,070
| New | +$217K | 0.18% | 78 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$5.57K | – | 231 |
|
|
2022
Q4 | $5.57K | Buy |
+42
| New | +$5.57K | 0.01% | 353 |
|