CFM Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $14M | Sell |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $8.47M | Sell |
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|
2023
Q2 | $8.84M | Sell |
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|
2023
Q1 | $8.38M | Sell |
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|
2022
Q4 | $5.64M | Sell |
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|
2022
Q3 | $6.3M | Sell |
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|
2022
Q2 | $7.33M | Sell |
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|
2022
Q1 | $9.58M | Sell |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $8.84M | Buy |
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|
2020
Q4 | $9.07M | Buy |
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|
2020
Q3 | $9.64M | Buy |
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|
2020
Q2 | $6.79M | Buy |
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|
2020
Q1 | $5.17M | Buy |
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|
2019
Q4 | $6.25M | Buy |
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