SFC
Strategic Financial Concepts’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-827
| Closed | -$222K | – | 302 |
|
|
2025
Q1 | $222K | Buy |
827
+217
| +36% | +$58.2K | 0.04% | 300 |
|
|
2024
Q4 | $204K | Buy |
+610
| New | +$204K | 0.04% | 312 |
|
|
2024
Q3 | – | Sell |
-149,213
| Closed | -$5.52K | – | 331 |
|
|
2024
Q2 | $5.52K | Buy |
+149,213
| New | +$5.52K | ﹤0.01% | 466 |
|