Convergence Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
6,532
+384
| +6% | +$105K | 0.31% | 56 |
|
|
2025
Q1 | $1.65M | Buy |
6,148
+361
| +6% | +$96.9K | 0.32% | 52 |
|
|
2024
Q4 | $1.93M | Buy |
5,787
+42
| +0.7% | +$14K | 0.39% | 41 |
|
|
2024
Q3 | $1.57M | Buy |
5,745
+1,870
| +48% | +$512K | 0.33% | 48 |
|
|
2024
Q2 | $996K | Buy |
+3,875
| New | +$996K | 0.26% | 55 |
|