New England Capital Financial Advisors’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 | $10.8K | Hold |
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|
2025
Q2 | $12.4K | Hold |
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|
2025
Q1 | $12.1K | Hold |
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|
2024
Q4 | $15.1K | Hold |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $11.6K | Hold |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $11.8K | Hold |
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|
2023
Q3 | $9.13K | Hold |
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|
2023
Q2 | $9.51K | Hold |
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|
2023
Q1 | $8.99K | Hold |
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|
2022
Q4 | $6.81K | Buy |
|