Cypress Point Wealth Management’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 | $366K | Hold |
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|
2025
Q2 | $421K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $516K | Sell |
|
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $601K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $377K | Hold |
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|
2021
Q1 | $327K | Buy |
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