PFS Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.94M | Buy |
37,578
+20,990
| +127% | +$4.43M | 0.13% | 154 |
|
|
2023
Q1 | $3.19M | Buy |
16,588
+2,017
| +14% | +$388K | 0.06% | 263 |
|
|
2022
Q4 | $1.93M | Sell |
14,571
-430
| -3% | -$57K | 0.04% | 296 |
|
|
2022
Q3 | $2.16K | Buy |
15,001
+1,103
| +8% | +$159 | 0.04% | 267 |
|
|
2022
Q2 | $2.29M | Buy |
13,898
+1,007
| +8% | +$166K | 0.05% | 255 |
|
|
2022
Q1 | $2.74M | Buy |
12,891
+1,357
| +12% | +$288K | 0.05% | 254 |
|
|
2021
Q4 | $2.93M | Buy |
11,534
+2,104
| +22% | +$535K | 0.06% | 240 |
|
|
2021
Q3 | $2.92M | Buy |
9,430
+1,517
| +19% | +$470K | 0.06% | 233 |
|
|
2021
Q2 | $1.94M | Buy |
7,913
+1,124
| +17% | +$275K | 0.04% | 250 |
|
|
2021
Q1 | $1.44M | Buy |
6,789
+1,253
| +23% | +$265K | 0.04% | 249 |
|
|
2020
Q4 | $1.21M | Buy |
5,536
+1,386
| +33% | +$302K | 0.03% | 246 |
|
|
2020
Q3 | $1.04M | Buy |
4,150
+1,054
| +34% | +$265K | 0.03% | 240 |
|
|
2020
Q2 | $580K | Buy |
3,096
+815
| +36% | +$153K | 0.02% | 232 |
|
|
2020
Q1 | $328K | Buy |
+2,281
| New | +$328K | 0.01% | 233 |
|