Cumberland Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
86,153
+73,553
| +584% | +$20.1M | 1.63% | 19 |
|
|
2025
Q1 | $3.38M | Buy |
12,600
+1,500
| +14% | +$403K | 0.26% | 64 |
|
|
2024
Q4 | $3.71M | Sell |
11,100
-3,000
| -21% | -$1M | 0.26% | 63 |
|
|
2024
Q3 | $3.86M | Sell |
14,100
-1,000
| -7% | -$274K | 0.27% | 71 |
|
|
2024
Q2 | $3.88M | Buy |
15,100
+4,000
| +36% | +$1.03M | 0.28% | 65 |
|
|
2024
Q1 | $3.34M | Hold |
11,100
| – | – | 0.24% | 72 |
|
|
2023
Q4 | $2.91M | Buy |
11,100
+1,000
| +10% | +$263K | 0.27% | 70 |
|
|
2023
Q3 | $2.05M | Buy |
10,100
+1,750
| +21% | +$355K | 0.2% | 88 |
|
|
2023
Q2 | $1.76M | Buy |
8,350
+4,250
| +104% | +$898K | 0.16% | 97 |
|
|
2023
Q1 | $819K | Buy |
+4,100
| New | +$819K | 0.08% | 116 |
|
|
2022
Q2 | – | Sell |
-2,850
| Closed | -$605K | – | 166 |
|
|
2022
Q1 | $605K | Buy |
+2,850
| New | +$605K | 0.05% | 134 |
|