FPCM
CRM icon

Financial Partners Capital Management’s Salesforce CRM Stock Holding History

Financial Partners Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$3.89M Sell
29,359
-1,300
-4% -$172K 0.87% 36
2022
Q3 		$4.41M Buy
30,659
+280
+0.9% +$40.3K 1.04% 34
2022
Q2 		$5.01M Buy
30,379
+9,218
+44% +$1.52M 1.08% 32
2022
Q1 		$4.49M Buy
+21,161
New +$4.49M 0.83% 39