New England Capital Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Hold |
45
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $12.1K | Hold |
45
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $15.1K | Hold |
45
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $12.4K | Hold |
45
| – | – | 0.01% | 215 |
|
|
2024
Q2 | $11.6K | Hold |
45
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $13.6K | Hold |
45
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $11.8K | Hold |
45
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $9.13K | Hold |
45
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $9.51K | Hold |
45
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $8.99K | Hold |
45
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $6.81K | Buy |
+45
| New | +$6.81K | ﹤0.01% | 275 |
|