Financial Partners Group (Kansas)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,103
-23
| -2% | -$6.27K | 0.04% | 158 |
|
|
2025
Q1 | $302K | Buy |
1,126
+24
| +2% | +$6.44K | 0.05% | 146 |
|
|
2024
Q4 | $368K | Sell |
1,102
-316
| -22% | -$106K | 0.05% | 125 |
|
|
2024
Q3 | $388K | Buy |
1,418
+132
| +10% | +$36.1K | 0.06% | 127 |
|
|
2024
Q2 | $331K | Buy |
1,286
+10
| +0.8% | +$2.57K | 0.05% | 132 |
|
|
2024
Q1 | $384K | Buy |
1,276
+60
| +5% | +$18.1K | 0.06% | 119 |
|
|
2023
Q4 | $320K | Buy |
1,216
+43
| +4% | +$11.3K | 0.06% | 124 |
|
|
2023
Q3 | $246K | Buy |
1,173
+19
| +2% | +$3.99K | 0.05% | 133 |
|
|
2023
Q2 | $248K | Sell |
1,154
-22
| -2% | -$4.72K | 0.05% | 132 |
|
|
2023
Q1 | $235K | Hold |
1,176
| – | – | 0.05% | 143 |
|
|
2022
Q4 | $201K | Buy |
+1,176
| New | +$201K | 0.04% | 159 |
|