SFC
SYM Financial Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
3,591
-1,058
| -23% | -$289K | 0.11% | 62 |
|
|
2025
Q1 | $1.25M | Sell |
4,649
-232
| -5% | -$62.3K | 0.15% | 41 |
|
|
2024
Q4 | $1.63M | Buy |
4,881
+3,550
| +267% | +$1.19M | 0.21% | 31 |
|
|
2024
Q3 | $364K | Buy |
1,331
+30
| +2% | +$8.21K | 0.05% | 99 |
|
|
2024
Q2 | $334K | Buy |
+1,301
| New | +$334K | 0.05% | 90 |
|