Cascade Financial 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 | – | Sell |
-805
| Closed | -$216K | – | 260 |
|
|
2025
Q1 | $216K | Hold |
805
| – | – | 0.03% | 229 |
|
|
2024
Q4 | $269K | Sell |
805
-2
| -0.2% | -$669 | 0.04% | 199 |
|
|
2024
Q3 | $233K | Buy |
807
+6
| +0.7% | +$1.73K | 0.03% | 219 |
|
|
2024
Q2 | $206K | Sell |
801
-20
| -2% | -$5.14K | 0.03% | 226 |
|
|
2024
Q1 | $242K | Buy |
+821
| New | +$242K | 0.03% | 200 |
|