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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $881K | Sell |
4,716
-7,254
| -61% | -$1.5M | 0.12% | 122 |
|
|
2025
Q4 | $3.18M | Sell |
11,970
-5,306
| -31% | -$1.32M | 0.43% | 58 |
|
|
2025
Q3 | $4.15M | Sell |
17,276
-4,781
| -22% | -$1.21M | 0.51% | 50 |
|
|
2025
Q2 | $5.02M | Buy |
22,057
+18,209
| +473% | +$4.87M | 0.66% | 45 |
|
|
2025
Q1 | $934K | Sell |
3,848
-11,930
| -76% | -$3.71M | 0.55% | 42 |
|
|
2024
Q4 | $5.18M | Buy |
15,778
+878
| +6% | +$280K | 0.81% | 34 |
|
|
2024
Q3 | $4.12M | Buy |
14,900
+744
| +5% | +$191K | 0.68% | 40 |
|
|
2024
Q2 | $3.59M | Buy |
14,156
+3,621
| +34% | +$969K | 0.66% | 41 |
|
|
2024
Q1 | $3.17M | Sell |
10,535
-1,360
| -11% | -$392K | 0.74% | 37 |
|
|
2023
Q4 | $3.19M | Sell |
11,895
-2,790
| -19% | -$631K | 0.69% | 38 |
|
|
2023
Q3 | $2.99M | Sell |
14,685
-154
| -1% | -$33.3K | 0.74% | 28 |
|
|
2023
Q2 | $3.12M | Sell |
14,839
-281
| -2% | -$57.4K | 0.77% | 32 |
|
|
2023
Q1 | $2.97M | Sell |
15,120
-418
| -3% | -$70.6K | 0.77% | 33 |
|
|
2022
Q4 | $2.17M | Sell |
15,538
-1,412
| -8% | -$206K | 0.58% | 42 |
|
|
2022
Q3 | $2.49M | Buy |
16,950
+19
| +0.1% | +$3.22K | 0.81% | 29 |
|
|
2022
Q2 | $2.89M | Buy |
16,931
+5,682
| +51% | +$1M | 0.85% | 28 |
|
|
2022
Q1 | $2.24M | Buy |
11,249
+7,620
| +210% | +$1.64M | 0.53% | 41 |
|
|
2021
Q4 | $926K | Buy |
3,629
+2,015
| +125% | +$566K | 0.26% | 74 |
|
|
2021
Q3 | $437K | Sell |
1,614
-992
| -38% | -$252K | 0.15% | 106 |
|
|
2021
Q2 | $638K | Sell |
2,606
-1,249
| -32% | -$288K | 0.22% | 78 |
|
|
2021
Q1 | $852K | Sell |
3,855
-758
| -16% | -$169K | 0.23% | 75 |
|
|
2020
Q4 | $1.02M | Buy |
4,613
+213
| +5% | +$51.8K | 0.37% | 51 |
|
|
2020
Q3 | $1.11M | Buy |
4,400
+659
| +18% | +$144K | 0.45% | 41 |
|
|
2020
Q2 | $701K | Buy |
+3,741
| New | +$630K | 0.34% | 51 |
|
Other funds holding CRM
VCM
VPM
