SFM
Signet Financial Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
7,902
+28
| +0.4% | +$7.64K | 0.27% | 116 |
|
|
2025
Q1 | $2.11M | Sell |
7,874
-126
| -2% | -$33.8K | 0.29% | 115 |
|
|
2024
Q4 | $2.67M | Sell |
8,000
-61
| -0.8% | -$20.4K | 0.34% | 92 |
|
|
2024
Q3 | $2.21M | Buy |
8,061
+2,197
| +37% | +$601K | 0.28% | 111 |
|
|
2024
Q2 | $1.51M | Sell |
5,864
-26
| -0.4% | -$6.69K | 0.2% | 128 |
|
|
2024
Q1 | $1.77M | Buy |
5,890
+229
| +4% | +$69K | 0.24% | 124 |
|
|
2023
Q4 | $1.49M | Buy |
+5,661
| New | +$1.49M | 0.22% | 129 |
|
|
2022
Q1 | – | Sell |
-657
| Closed | -$167K | – | 458 |
|
|
2021
Q4 | $167K | Buy |
+657
| New | +$167K | 0.03% | 268 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$3K | – | 341 |
|
|
2018
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 787 |
|
|
2018
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 733 |
|