TA
TFB Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
2,133
+14
| +0.7% | +$3.82K | 0.15% | 154 |
|
|
2025
Q1 | $569K | Buy |
2,119
+95
| +5% | +$25.5K | 0.16% | 148 |
|
|
2024
Q4 | $677K | Buy |
2,024
+38
| +2% | +$12.7K | 0.19% | 115 |
|
|
2024
Q3 | $544K | Buy |
1,986
+63
| +3% | +$17.2K | 0.16% | 143 |
|
|
2024
Q2 | $494K | Buy |
1,923
+633
| +49% | +$163K | 0.16% | 139 |
|
|
2024
Q1 | $347K | Buy |
+1,290
| New | +$347K | 0.13% | 180 |
|