CWP
CFM Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
43,181
+694
| +2% | +$189K | 1.87% | 14 |
|
|
2025
Q1 | $11.4M | Buy |
42,487
+681
| +2% | +$183K | 2.01% | 13 |
|
|
2024
Q4 | $14M | Sell |
41,806
-199
| -0.5% | -$66.5K | 2.36% | 7 |
|
|
2024
Q3 | $11.5M | Sell |
42,005
-538
| -1% | -$147K | 2.01% | 10 |
|
|
2024
Q2 | $10.9M | Sell |
42,543
-27
| -0.1% | -$6.94K | 2.01% | 8 |
|
|
2024
Q1 | $12.8M | Buy |
42,570
+1,004
| +2% | +$302K | 2.57% | 7 |
|
|
2023
Q4 | $10.9M | Sell |
41,566
-205
| -0.5% | -$53.9K | 2.47% | 7 |
|
|
2023
Q3 | $8.47M | Sell |
41,771
-54
| -0.1% | -$11K | 2.22% | 7 |
|
|
2023
Q2 | $8.84M | Sell |
41,825
-121
| -0.3% | -$25.6K | 2.15% | 7 |
|
|
2023
Q1 | $8.38M | Sell |
41,946
-613
| -1% | -$122K | 2.26% | 8 |
|
|
2022
Q4 | $5.64M | Sell |
42,559
-1,245
| -3% | -$165K | 1.69% | 11 |
|
|
2022
Q3 | $6.3M | Sell |
43,804
-606
| -1% | -$87.2K | 2.01% | 10 |
|
|
2022
Q2 | $7.33M | Sell |
44,410
-696
| -2% | -$115K | 2.2% | 10 |
|
|
2022
Q1 | $9.58M | Sell |
45,106
-77
| -0.2% | -$16.3K | 2.29% | 8 |
|
|
2021
Q4 | $11.5M | Buy |
45,183
+2,339
| +5% | +$597K | 2.58% | 6 |
|
|
2021
Q3 | $11.6M | Buy |
42,844
+811
| +2% | +$220K | 2.92% | 6 |
|
|
2021
Q2 | $10.3M | Buy |
42,033
+311
| +0.7% | +$76K | 2.73% | 10 |
|
|
2021
Q1 | $8.84M | Buy |
41,722
+967
| +2% | +$205K | 2.67% | 8 |
|
|
2020
Q4 | $9.07M | Buy |
40,755
+2,403
| +6% | +$535K | 2.89% | 7 |
|
|
2020
Q3 | $9.64M | Buy |
38,352
+2,126
| +6% | +$534K | 3.52% | 3 |
|
|
2020
Q2 | $6.79M | Buy |
36,226
+336
| +0.9% | +$62.9K | 2.58% | 9 |
|
|
2020
Q1 | $5.17M | Buy |
35,890
+1,673
| +5% | +$241K | 2.4% | 9 |
|
|
2019
Q4 | $6.25M | Buy |
+34,217
| New | +$6.25M | 2.3% | 9 |
|