NRI
NFP Retirement Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,100
-11
| -1% | -$3K | 0.02% | 247 |
|
|
2025
Q1 | $298K | Hold |
1,111
| – | – | 0.02% | 230 |
|
|
2024
Q4 | $371K | Buy |
1,111
+68
| +7% | +$22.7K | 0.03% | 215 |
|
|
2024
Q3 | $286K | Hold |
1,043
| – | – | 0.02% | 237 |
|
|
2024
Q2 | $268K | Sell |
1,043
-16
| -2% | -$4.11K | 0.02% | 237 |
|
|
2024
Q1 | $319K | Buy |
1,059
+21
| +2% | +$6.32K | 0.03% | 221 |
|
|
2023
Q4 | $273K | Sell |
1,038
-43
| -4% | -$11.3K | 0.05% | 204 |
|
|
2023
Q3 | $219K | Hold |
1,081
| – | – | 0.04% | 211 |
|
|
2023
Q2 | $228K | Buy |
1,081
+23
| +2% | +$4.86K | 0.04% | 213 |
|
|
2023
Q1 | $211K | Buy |
+1,058
| New | +$211K | 0.04% | 222 |
|