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