CFP
Catalyst Financial Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
5,538
+223
| +4% | +$60.8K | 0.16% | 54 |
|
|
2025
Q1 | $1.43M | Buy |
5,315
+96
| +2% | +$25.8K | 0.26% | 46 |
|
|
2024
Q4 | $1.74M | Buy |
5,219
+210
| +4% | +$70.2K | 0.33% | 37 |
|
|
2024
Q3 | $1.37M | Buy |
5,009
+133
| +3% | +$36.4K | 0.27% | 48 |
|
|
2024
Q2 | $1.25M | Buy |
4,876
+39
| +0.8% | +$10K | 0.28% | 49 |
|
|
2024
Q1 | $1.34M | Buy |
4,837
+326
| +7% | +$90.1K | 0.34% | 36 |
|
|
2023
Q4 | $1.19M | Buy |
4,511
+194
| +4% | +$51K | 0.34% | 41 |
|
|
2023
Q3 | $875K | Buy |
4,317
+891
| +26% | +$181K | 0.28% | 51 |
|
|
2023
Q2 | $724K | Buy |
3,426
+431
| +14% | +$91.1K | 0.26% | 61 |
|
|
2023
Q1 | $598K | Buy |
2,995
+527
| +21% | +$105K | 0.26% | 63 |
|
|
2022
Q4 | $327K | Buy |
+2,468
| New | +$327K | 0.17% | 98 |
|