FPAS
Focus Partners Advisor Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
7,551
-4,141
| -35% | -$1.13M | 0.03% | 267 |
|
|
2025
Q1 | $3.14M | Buy |
11,692
+503
| +4% | +$135K | 0.05% | 181 |
|
|
2024
Q4 | $3.74M | Buy |
11,189
+6,476
| +137% | +$2.17M | 0.06% | 147 |
|
|
2024
Q3 | $1.29M | Buy |
4,713
+401
| +9% | +$110K | 0.03% | 254 |
|
|
2024
Q2 | $1.11M | Sell |
4,312
-4,585
| -52% | -$1.18M | 0.03% | 238 |
|
|
2024
Q1 | $2.68M | Buy |
8,897
+7,732
| +664% | +$2.33M | 0.08% | 132 |
|
|
2023
Q4 | $307K | Sell |
1,165
-381
| -25% | -$100K | 0.01% | 330 |
|
|
2023
Q3 | $313K | Buy |
+1,546
| New | +$313K | 0.02% | 342 |
|
|
2023
Q1 | – | Sell |
-4,518
| Closed | -$599K | – | 363 |
|
|
2022
Q4 | $599K | Sell |
4,518
-615
| -12% | -$81.5K | 0.05% | 174 |
|
|
2022
Q3 | $738K | Buy |
5,133
+843
| +20% | +$121K | 0.04% | 181 |
|
|
2022
Q2 | $708K | Buy |
4,290
+237
| +6% | +$39.1K | 0.06% | 148 |
|
|
2022
Q1 | $860K | Buy |
4,053
+604
| +18% | +$128K | 0.09% | 118 |
|
|
2021
Q4 | $876K | Buy |
+3,449
| New | +$876K | 0.18% | 42 |
|