PFT
Providence First Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$16.7K | – | 117 |
|
|
2024
Q4 | $16.7K | Buy |
+50
| New | +$16.7K | 0.01% | 167 |
|
|
2021
Q2 | – | Sell |
-7,656
| Closed | -$1.62M | – | 82 |
|
|
2021
Q1 | $1.62M | Sell |
7,656
-95
| -1% | -$20.1K | 0.8% | 50 |
|
|
2020
Q4 | $1.73M | Buy |
7,751
+4,495
| +138% | +$1M | 0.87% | 49 |
|
|
2020
Q3 | $818K | Buy |
+3,256
| New | +$818K | 0.8% | 44 |
|