Cyr Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $893K | Buy |
3,273
+511
| +19% | +$139K | 0.69% | 34 |
|
2025
Q1 | $741K | Buy |
2,762
+100
| +4% | +$26.8K | 0.66% | 26 |
|
2024
Q4 | $890K | Sell |
2,662
-394
| -13% | -$132K | 0.81% | 19 |
|
2024
Q3 | $836K | Sell |
3,056
-84
| -3% | -$23K | 0.78% | 19 |
|
2024
Q2 | $807K | Buy |
+3,140
| New | +$807K | 0.81% | 13 |
|