Pacific Sun Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
740
-15
| -2% | -$4.09K | 0.11% | 183 |
|
|
2025
Q1 | $203K | Buy |
755
+2
| +0.3% | +$537 | 0.12% | 175 |
|
|
2024
Q4 | $252K | Hold |
753
| – | – | 0.14% | 157 |
|
|
2024
Q3 | $206K | Buy |
+753
| New | +$206K | 0.11% | 181 |
|
|
2024
Q2 | – | Sell |
-758
| Closed | -$228K | – | 179 |
|
|
2024
Q1 | $228K | Buy |
+758
| New | +$228K | 0.13% | 169 |
|