Financial Partners Group (Kansas)’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 | $241K | Sell |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $201K | Buy |
|