TA
TFG Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
3,294
+20
| +0.6% | +$5.46K | 0.31% | 85 |
|
|
2025
Q1 | $879K | Buy |
3,274
+36
| +1% | +$9.66K | 0.32% | 82 |
|
|
2024
Q4 | $1.08M | Buy |
3,238
+163
| +5% | +$54.5K | 0.39% | 69 |
|
|
2024
Q3 | $842K | Buy |
3,075
+163
| +6% | +$44.6K | 0.3% | 86 |
|
|
2024
Q2 | $749K | Buy |
2,912
+92
| +3% | +$23.7K | 0.29% | 86 |
|
|
2024
Q1 | $849K | Sell |
2,820
-52
| -2% | -$15.7K | 0.33% | 79 |
|
|
2023
Q4 | $756K | Hold |
2,872
| – | – | 0.32% | 88 |
|
|
2023
Q3 | $582K | Hold |
2,872
| – | – | 0.27% | 101 |
|
|
2023
Q2 | $607K | Buy |
2,872
+30
| +1% | +$6.34K | 0.28% | 99 |
|
|
2023
Q1 | $568K | Buy |
2,842
+83
| +3% | +$16.6K | 0.27% | 99 |
|
|
2022
Q4 | $366K | Buy |
2,759
+2
| +0.1% | +$265 | 0.19% | 126 |
|
|
2022
Q3 | $397K | Sell |
2,757
-201
| -7% | -$28.9K | 0.22% | 111 |
|
|
2022
Q2 | $488K | Buy |
2,958
+31
| +1% | +$5.11K | 0.26% | 100 |
|
|
2022
Q1 | $621K | Buy |
2,927
+97
| +3% | +$20.6K | 0.28% | 93 |
|
|
2021
Q4 | $719K | Buy |
2,830
+353
| +14% | +$89.7K | 0.31% | 89 |
|
|
2021
Q3 | $672K | Buy |
2,477
+93
| +4% | +$25.2K | 0.33% | 89 |
|
|
2021
Q2 | $582K | Sell |
2,384
-18
| -0.7% | -$4.39K | 0.28% | 98 |
|
|
2021
Q1 | $509K | Buy |
2,402
+66
| +3% | +$14K | 0.26% | 99 |
|
|
2020
Q4 | $519K | Sell |
2,336
-249
| -10% | -$55.3K | 0.27% | 94 |
|
|
2020
Q3 | $649K | Buy |
2,585
+3
| +0.1% | +$753 | 0.37% | 79 |
|
|
2020
Q2 | $483K | Buy |
2,582
+299
| +13% | +$55.9K | 0.31% | 89 |
|
|
2020
Q1 | $328K | Hold |
2,283
| – | – | 0.26% | 103 |
|
|
2019
Q4 | $371K | Buy |
2,283
+34
| +2% | +$5.53K | 0.21% | 114 |
|
|
2019
Q3 | $333K | Buy |
+2,249
| New | +$333K | 0.22% | 119 |
|