Cumberland 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
Q3 | $19.5M | Sell |
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|
2025
Q2 | $23.5M | Buy |
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|
2025
Q1 | $3.38M | Buy |
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|
2024
Q4 | $3.71M | Sell |
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|
2024
Q3 | $3.86M | Sell |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $3.34M | Hold |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $605K | Buy |
|