TFM
TFC Financial Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
1,396
+6
| +0.4% | +$1.64K | 0.05% | 87 |
|
|
2025
Q1 | $373K | Buy |
1,390
+127
| +10% | +$34.1K | 0.06% | 81 |
|
|
2024
Q4 | $422K | Buy |
1,263
+50
| +4% | +$16.7K | 0.07% | 74 |
|
|
2024
Q3 | $332K | Buy |
1,213
+335
| +38% | +$91.7K | 0.05% | 91 |
|
|
2024
Q2 | $226K | Sell |
878
-2
| -0.2% | -$514 | 0.04% | 115 |
|
|
2024
Q1 | $265K | Buy |
880
+5
| +0.6% | +$1.51K | 0.05% | 96 |
|
|
2023
Q4 | $230K | Sell |
875
-1
| -0.1% | -$263 | 0.05% | 105 |
|
|
2023
Q3 | $178K | Hold |
876
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $185K | Sell |
876
-108
| -11% | -$22.8K | 0.05% | 117 |
|
|
2023
Q1 | $197K | Buy |
984
+227
| +30% | +$45.4K | 0.05% | 109 |
|
|
2022
Q4 | $100K | Sell |
757
-8
| -1% | -$1.06K | 0.03% | 156 |
|
|
2022
Q3 | $110K | Hold |
765
| – | – | 0.03% | 132 |
|
|
2022
Q2 | $126K | Hold |
765
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $162K | Hold |
765
| – | – | 0.05% | 118 |
|
|
2021
Q4 | $194K | Hold |
765
| – | – | 0.06% | 110 |
|
|
2021
Q3 | $207K | Hold |
765
| – | – | 0.07% | 95 |
|
|
2021
Q2 | $187K | Hold |
765
| – | – | 0.06% | 102 |
|
|
2021
Q1 | $162K | Hold |
765
| – | – | 0.06% | 102 |
|
|
2020
Q4 | $170K | Hold |
765
| – | – | 0.07% | 94 |
|
|
2020
Q3 | $192K | Buy |
+765
| New | +$192K | 0.1% | 76 |
|