CPWM
Cypress Point Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
1,543
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $414K | Hold |
1,543
| – | – | 0.13% | 54 |
|
|
2024
Q4 | $516K | Sell |
1,543
-420
| -21% | -$140K | 0.16% | 51 |
|
|
2024
Q3 | $537K | Buy |
1,963
+87
| +5% | +$23.8K | 0.21% | 54 |
|
|
2024
Q2 | $482K | Sell |
1,876
-120
| -6% | -$30.9K | 0.23% | 53 |
|
|
2024
Q1 | $601K | Buy |
+1,996
| New | +$601K | 0.31% | 50 |
|
|
2022
Q2 | – | Sell |
-1,543
| Closed | -$328K | – | 28 |
|
|
2022
Q1 | $328K | Hold |
1,543
| – | – | 0.33% | 26 |
|
|
2021
Q4 | $392K | Hold |
1,543
| – | – | 0.36% | 24 |
|
|
2021
Q3 | $418K | Hold |
1,543
| – | – | 0.3% | 22 |
|
|
2021
Q2 | $377K | Hold |
1,543
| – | – | 0.27% | 23 |
|
|
2021
Q1 | $327K | Buy |
+1,543
| New | +$327K | 0.34% | 19 |
|