New Century Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,710
| Closed | -$569K | – | 167 |
|
|
2024
Q4 | $569K | Sell |
1,710
-328
| -16% | -$109K | 0.24% | 121 |
|
|
2024
Q3 | $558K | Buy |
2,038
+1,248
| +158% | +$342K | 0.2% | 140 |
|
|
2024
Q2 | $203K | Sell |
790
-2,905
| -79% | -$747K | 0.09% | 271 |
|
|
2024
Q1 | $1.11M | Buy |
3,695
+582
| +19% | +$175K | 0.77% | 37 |
|
|
2023
Q4 | $819K | Buy |
+3,113
| New | +$819K | 0.71% | 42 |
|