FourThought Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
17,139
+336
| +2% | +$91.6K | 0.46% | 65 |
|
|
2025
Q1 | $4.51M | Sell |
16,803
-233
| -1% | -$62.5K | 0.47% | 62 |
|
|
2024
Q4 | $5.7M | Sell |
17,036
-9,733
| -36% | -$3.25M | 0.59% | 48 |
|
|
2024
Q3 | $7.33M | Buy |
26,769
+912
| +4% | +$250K | 0.87% | 40 |
|
|
2024
Q2 | $6.65M | Buy |
25,857
+1,955
| +8% | +$503K | 0.86% | 42 |
|
|
2024
Q1 | $7.2M | Sell |
23,902
-1,462
| -6% | -$440K | 0.82% | 39 |
|
|
2023
Q4 | $6.67M | Sell |
25,364
-2,990
| -11% | -$787K | 0.84% | 38 |
|
|
2023
Q3 | $5.75M | Sell |
28,354
-318
| -1% | -$64.5K | 0.8% | 39 |
|
|
2023
Q2 | $6.06M | Sell |
28,672
-858
| -3% | -$181K | 0.8% | 39 |
|
|
2023
Q1 | $5.9M | Buy |
29,530
+2,027
| +7% | +$405K | 0.81% | 39 |
|
|
2022
Q4 | $3.65M | Buy |
+27,503
| New | +$3.65M | 0.53% | 49 |
|