Mosaic Family Wealth 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 | $272K | Sell |
999
-19
| -2% | -$5.18K | 0.03% | 188 |
|
|
2025
Q1 | $273K | Sell |
1,018
-158
| -13% | -$42.4K | 0.04% | 179 |
|
|
2024
Q4 | $393K | Buy |
1,176
+102
| +9% | +$34.1K | 0.06% | 143 |
|
|
2024
Q3 | $294K | Sell |
1,074
-23
| -2% | -$6.3K | 0.04% | 167 |
|
|
2024
Q2 | $282K | Buy |
1,097
+53
| +5% | +$13.6K | 0.05% | 156 |
|
|
2024
Q1 | $314K | Buy |
1,044
+67
| +7% | +$20.2K | 0.05% | 152 |
|
|
2023
Q4 | $257K | Buy |
+977
| New | +$257K | 0.04% | 164 |
|