PFG Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
8,029
+1,837
| +30% | +$501K | 0.13% | 153 |
|
|
2025
Q1 | $1.66M | Buy |
6,192
+163
| +3% | +$43.7K | 0.11% | 191 |
|
|
2024
Q4 | $2.02M | Sell |
6,029
-589
| -9% | -$197K | 0.13% | 154 |
|
|
2024
Q3 | $1.81M | Buy |
6,618
+342
| +5% | +$93.6K | 0.12% | 173 |
|
|
2024
Q2 | $1.61M | Sell |
6,276
-7,063
| -53% | -$1.82M | 0.12% | 174 |
|
|
2024
Q1 | $4.02M | Buy |
13,339
+8,744
| +190% | +$2.63M | 0.24% | 83 |
|
|
2023
Q4 | $1.21M | Buy |
4,595
+756
| +20% | +$199K | 0.22% | 113 |
|
|
2023
Q3 | $778K | Sell |
3,839
-2
| -0.1% | -$406 | 0.15% | 152 |
|
|
2023
Q2 | $811K | Buy |
3,841
+132
| +4% | +$27.9K | 0.14% | 152 |
|
|
2023
Q1 | $741K | Buy |
+3,709
| New | +$741K | 0.15% | 148 |
|