NHC
Nicholas Hoffman & Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
3,459
+577
| +20% | +$157K | 0.02% | 135 |
|
|
2025
Q1 | $773K | Buy |
2,882
+996
| +53% | +$267K | 0.03% | 147 |
|
|
2024
Q4 | $631K | Buy |
1,886
+321
| +21% | +$107K | 0.03% | 168 |
|
|
2024
Q3 | $428K | Buy |
1,565
+22
| +1% | +$6.02K | 0.02% | 215 |
|
|
2024
Q2 | $397K | Sell |
1,543
-41
| -3% | -$10.5K | 0.02% | 215 |
|
|
2024
Q1 | $477K | Hold |
1,584
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $417K | Hold |
1,584
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $321K | Sell |
1,584
-27
| -2% | -$5.48K | 0.02% | 208 |
|
|
2023
Q2 | $340K | Hold |
1,611
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $322K | Buy |
+1,611
| New | +$322K | 0.03% | 208 |
|
|
2022
Q4 | – | Sell |
-1,468
| Closed | -$211K | – | 266 |
|
|
2022
Q3 | $211K | Buy |
1,468
+210
| +17% | +$30.2K | 0.01% | 240 |
|
|
2022
Q2 | $208K | Hold |
1,258
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $267K | Hold |
1,258
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $320K | Buy |
1,258
+104
| +9% | +$26.5K | 0.01% | 217 |
|
|
2021
Q3 | $313K | Buy |
1,154
+114
| +11% | +$30.9K | 0.05% | 210 |
|
|
2021
Q2 | $254K | Buy |
+1,040
| New | +$254K | 0.05% | 228 |
|