New Century Financial Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Buy
2025
Q1
Sell
2024
Q4
$569K Sell
2024
Q3
$558K Buy
2024
Q2
$203K Sell
2024
Q1
$1.11M Buy
2023
Q4
$819K Buy