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