PFC Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.94M | Sell |
7,110
-654
| -8% | -$178K | 0.9% | 30 |
|
2025
Q1 | $2.08M | Sell |
7,764
-106
| -1% | -$28.4K | 1.05% | 20 |
|
2024
Q4 | $2.63M | Buy |
7,870
+50
| +0.6% | +$16.7K | 1.27% | 18 |
|
2024
Q3 | $2.14M | Buy |
7,820
+250
| +3% | +$68.4K | 1.03% | 23 |
|
2024
Q2 | $1.95M | Buy |
7,570
+55
| +0.7% | +$14.1K | 0.97% | 23 |
|
2024
Q1 | $2.26M | Buy |
7,515
+625
| +9% | +$188K | 1.22% | 20 |
|
2023
Q4 | $1.81M | Buy |
+6,890
| New | +$1.81M | 1.08% | 26 |
|