Canopy Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
6,332
-39
| -0.6% | -$10.6K | 0.63% | 34 |
|
|
2025
Q1 | $1.71M | Sell |
6,371
-10
| -0.2% | -$2.68K | 0.67% | 33 |
|
|
2024
Q4 | $2.13M | Buy |
6,381
+98
| +2% | +$32.8K | 0.81% | 27 |
|
|
2024
Q3 | $1.72M | Buy |
6,283
+78
| +1% | +$21.3K | 0.74% | 26 |
|
|
2024
Q2 | $1.6M | Sell |
6,205
-55
| -0.9% | -$14.1K | 0.74% | 27 |
|
|
2024
Q1 | $1.89M | Buy |
6,260
+252
| +4% | +$75.9K | 0.92% | 22 |
|
|
2023
Q4 | $1.58M | Buy |
+6,008
| New | +$1.58M | 0.96% | 21 |
|