ZF
Zhang Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
9,938
+521
| +6% | +$142K | 0.13% | 91 |
|
|
2025
Q1 | $2.53M | Buy |
9,417
+2,390
| +34% | +$641K | 0.13% | 90 |
|
|
2024
Q4 | $2.35M | Buy |
7,027
+160
| +2% | +$53.5K | 0.13% | 88 |
|
|
2024
Q3 | $1.88M | Buy |
6,867
+3,064
| +81% | +$839K | 0.12% | 94 |
|
|
2024
Q2 | $978K | Buy |
3,803
+590
| +18% | +$152K | 0.07% | 140 |
|
|
2024
Q1 | $968K | Buy |
3,213
+1,807
| +129% | +$544K | 0.07% | 148 |
|
|
2023
Q4 | $370K | Buy |
+1,406
| New | +$370K | 0.03% | 201 |
|
|
2023
Q3 | – | Sell |
-1,138
| Closed | -$250K | – | 237 |
|
|
2023
Q2 | $250K | Buy |
+1,138
| New | +$250K | 0.03% | 213 |
|
|
2022
Q2 | – | Sell |
-1,305
| Closed | -$277K | – | 218 |
|
|
2022
Q1 | $277K | Buy |
1,305
+75
| +6% | +$15.9K | 0.05% | 184 |
|
|
2021
Q4 | $312K | Buy |
1,230
+35
| +3% | +$8.88K | 0.06% | 162 |
|
|
2021
Q3 | $324K | Buy |
+1,195
| New | +$324K | 0.07% | 120 |
|