RFG Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
4,199
+1,032
| +33% | +$281K | 0.33% | 34 |
|
|
2025
Q1 | $851K | Buy |
3,167
+575
| +22% | +$155K | 0.28% | 33 |
|
|
2024
Q4 | $868K | Buy |
2,592
+254
| +11% | +$85K | 0.29% | 31 |
|
|
2024
Q3 | $641K | Buy |
2,338
+310
| +15% | +$84.9K | 0.23% | 31 |
|
|
2024
Q2 | $522K | Buy |
2,028
+893
| +79% | +$230K | 0.2% | 33 |
|
|
2024
Q1 | $342K | Buy |
+1,135
| New | +$342K | 0.14% | 32 |
|