Focus Partners Advisor Solutions’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.06M Sell
2025
Q1
$3.14M Buy
2024
Q4
$3.74M Buy
2024
Q3
$1.29M Buy
2024
Q2
$1.11M Sell
2024
Q1
$2.68M Buy
2023
Q4
$307K Sell
2023
Q3
$313K Buy
2023
Q1
Sell
2022
Q4
$599K Sell
2022
Q3
$738K Buy
2022
Q2
$708K Buy
2022
Q1
$860K Buy
2021
Q4
$876K Buy