Cyndeo Wealth 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 | $4.15M | Sell |
15,208
-2,067
| -12% | -$564K | 0.25% | 106 |
|
|
2025
Q1 | $4.64M | Sell |
17,275
-3,130
| -15% | -$840K | 0.3% | 97 |
|
|
2024
Q4 | $6.82M | Sell |
20,405
-461
| -2% | -$154K | 0.46% | 68 |
|
|
2024
Q3 | $5.71M | Buy |
20,866
+4,267
| +26% | +$1.17M | 0.4% | 80 |
|
|
2024
Q2 | $4.27M | Sell |
16,599
-1,291
| -7% | -$332K | 0.33% | 90 |
|
|
2024
Q1 | $5.39M | Sell |
17,890
-1,548
| -8% | -$466K | 0.45% | 71 |
|
|
2023
Q4 | $5.11M | Sell |
19,438
-4,474
| -19% | -$1.18M | 0.47% | 63 |
|
|
2023
Q3 | $4.85M | Buy |
23,912
+2,258
| +10% | +$458K | 0.51% | 58 |
|
|
2023
Q2 | $4.57M | Buy |
21,654
+11,703
| +118% | +$2.47M | 0.48% | 58 |
|
|
2023
Q1 | $1.99M | Buy |
9,951
+5,853
| +143% | +$1.17M | 0.21% | 126 |
|
|
2022
Q4 | $543K | Buy |
+4,098
| New | +$543K | 0.06% | 207 |
|