Gryphon 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 | $685K | Sell |
2,514
-78
| -3% | -$21.3K | 0.09% | 152 |
|
|
2025
Q1 | $696K | Buy |
2,592
+126
| +5% | +$33.8K | 0.1% | 130 |
|
|
2024
Q4 | $824K | Sell |
2,466
-879
| -26% | -$294K | 0.12% | 101 |
|
|
2024
Q3 | $915K | Sell |
3,345
-139
| -4% | -$38K | 0.12% | 102 |
|
|
2024
Q2 | $896K | Buy |
3,484
+323
| +10% | +$83.1K | 0.13% | 94 |
|
|
2024
Q1 | $952K | Sell |
3,161
-799
| -20% | -$241K | 0.16% | 87 |
|
|
2023
Q4 | $1.06M | Buy |
3,960
+970
| +32% | +$261K | 0.19% | 74 |
|
|
2023
Q3 | $606K | Sell |
2,990
-61
| -2% | -$12.4K | 0.14% | 83 |
|
|
2023
Q2 | $645K | Buy |
3,051
+125
| +4% | +$26.4K | 0.14% | 82 |
|
|
2023
Q1 | $585K | Buy |
2,926
+323
| +12% | +$64.5K | 0.13% | 86 |
|
|
2022
Q4 | $345K | Sell |
2,603
-1,827
| -41% | -$242K | 0.08% | 137 |
|
|
2022
Q3 | $637K | Sell |
4,430
-360
| -8% | -$51.8K | 0.16% | 79 |
|
|
2022
Q2 | $791K | Buy |
4,790
+211
| +5% | +$34.8K | 0.19% | 54 |
|
|
2022
Q1 | $972K | Sell |
4,579
-183
| -4% | -$38.8K | 0.2% | 58 |
|
|
2021
Q4 | $1.21M | Sell |
4,762
-236
| -5% | -$60K | 0.23% | 52 |
|
|
2021
Q3 | $1.36M | Sell |
4,998
-289
| -5% | -$78.4K | 0.3% | 42 |
|
|
2021
Q2 | $1.31M | Buy |
5,287
+266
| +5% | +$66.1K | 0.3% | 45 |
|
|
2021
Q1 | $1.06M | Sell |
5,021
-23
| -0.5% | -$4.87K | 0.24% | 51 |
|
|
2020
Q4 | $1.12M | Sell |
5,044
-26
| -0.5% | -$5.78K | 0.29% | 44 |
|
|
2020
Q3 | $1.27M | Buy |
5,070
+38
| +0.8% | +$9.53K | 0.38% | 36 |
|
|
2020
Q2 | $943K | Sell |
5,032
-408
| -8% | -$76.5K | 0.29% | 42 |
|
|
2020
Q1 | $784K | Sell |
5,440
-161
| -3% | -$23.2K | 0.29% | 44 |
|
|
2019
Q4 | $911K | Buy |
5,601
+1,600
| +40% | +$260K | 0.24% | 49 |
|
|
2019
Q3 | $593K | Buy |
4,001
+4
| +0.1% | +$593 | 0.17% | 65 |
|
|
2019
Q2 | $606K | Sell |
3,997
-59
| -1% | -$8.95K | 0.17% | 68 |
|
|
2019
Q1 | $643K | Sell |
4,056
-30
| -0.7% | -$4.76K | 0.19% | 59 |
|
|
2018
Q4 | $559K | Sell |
4,086
-348
| -8% | -$47.6K | 0.14% | 109 |
|
|
2018
Q3 | $705K | Buy |
4,434
+4,009
| +943% | +$637K | 0.21% | 55 |
|
|
2018
Q2 | $58K | Buy |
425
+197
| +86% | +$26.9K | 0.03% | 199 |
|
|
2018
Q1 | $27K | Sell |
228
-33
| -13% | -$3.91K | 0.01% | 334 |
|
|
2017
Q4 | $27K | Buy |
+261
| New | +$27K | 0.02% | 349 |
|