Souders Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
3,655
-3,258
| -47% | -$888K | 0.13% | 85 |
|
|
2025
Q1 | $1.86M | Buy |
6,913
+2,732
| +65% | +$733K | 0.26% | 58 |
|
|
2024
Q4 | $1.4M | Sell |
4,181
-205
| -5% | -$68.5K | 0.2% | 86 |
|
|
2024
Q3 | $1.2M | Buy |
4,386
+368
| +9% | +$101K | 0.17% | 91 |
|
|
2024
Q2 | $1.03M | Buy |
4,018
+3,267
| +435% | +$840K | 0.16% | 95 |
|
|
2024
Q1 | $226K | Buy |
+751
| New | +$226K | 0.04% | 152 |
|