Symphony Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.15M | Sell |
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|
2025
Q2 | $5.02M | Buy |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $5.18M | Buy |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.17M | Sell |
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $2.97M | Sell |
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|
2022
Q4 | $2.17M | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.89M | Buy |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $852K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $701K | Buy |
|