TFC Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $332K | Buy |
|
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $265K | Buy |
|
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $185K | Sell |
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|
2023
Q1 | $197K | Buy |
|
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|
2022
Q4 | $100K | Sell |
|
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $162K | Hold |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $187K | Hold |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $170K | Hold |
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|
2020
Q3 | $192K | Buy |
|