SL
SFM LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
2,255
+56
| +3% | +$15.3K | 0.39% | 43 |
|
|
2025
Q1 | $590K | Buy |
2,199
+129
| +6% | +$34.6K | 0.43% | 44 |
|
|
2024
Q4 | $692K | Buy |
2,070
+28
| +1% | +$9.36K | 0.49% | 41 |
|
|
2024
Q3 | $559K | Sell |
2,042
-4
| -0.2% | -$1.1K | 0.42% | 43 |
|
|
2024
Q2 | $526K | Buy |
2,046
+46
| +2% | +$11.8K | 0.4% | 43 |
|
|
2024
Q1 | $602K | Sell |
2,000
-191
| -9% | -$57.5K | 0.46% | 38 |
|
|
2023
Q4 | $577K | Buy |
+2,191
| New | +$577K | 0.48% | 38 |
|