ORG 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
$225K Sell
829
-140
-14% -$38.1K 0.05% 298
2025
Q1
$262K Sell
969
-2,723
-74% -$736K 0.06% 228
2024
Q4
$1.23M Buy
3,692
+189
+5% +$63.2K 0.17% 100
2024
Q3
$959K Sell
3,503
-2,792
-44% -$764K 0.15% 113
2024
Q2
$1.61M Buy
6,295
+6,068
+2,673% +$1.55M 0.2% 101
2024
Q1
$68.6K Sell
227
-6,377
-97% -$1.93M 0.13% 109
2023
Q4
$1.74M Buy
6,604
+3,701
+127% +$974K 0.29% 69
2023
Q3
$589K Sell
2,903
-224
-7% -$45.4K 0.17% 129
2023
Q2
$661K Buy
+3,127
New +$661K 0.11% 172