Symphony Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
22,057
+18,209
| +473% | +$4.15M | 0.66% | 45 |
|
|
2025
Q1 | $934K | Sell |
3,848
-11,930
| -76% | -$2.9M | 0.55% | 42 |
|
|
2024
Q4 | $5.18M | Buy |
15,778
+878
| +6% | +$288K | 0.81% | 34 |
|
|
2024
Q3 | $4.12M | Buy |
14,900
+744
| +5% | +$206K | 0.68% | 40 |
|
|
2024
Q2 | $3.59M | Buy |
14,156
+3,621
| +34% | +$918K | 0.66% | 41 |
|
|
2024
Q1 | $3.17M | Sell |
10,535
-1,360
| -11% | -$410K | 0.74% | 37 |
|
|
2023
Q4 | $3.19M | Sell |
11,895
-2,790
| -19% | -$748K | 0.69% | 38 |
|
|
2023
Q3 | $2.99M | Sell |
14,685
-154
| -1% | -$31.4K | 0.73% | 28 |
|
|
2023
Q2 | $3.12M | Sell |
14,839
-281
| -2% | -$59.1K | 0.77% | 32 |
|
|
2023
Q1 | $2.97M | Sell |
15,120
-418
| -3% | -$82.2K | 0.77% | 33 |
|
|
2022
Q4 | $2.17M | Sell |
15,538
-1,412
| -8% | -$198K | 0.58% | 42 |
|
|
2022
Q3 | $2.49M | Buy |
16,950
+19
| +0.1% | +$2.79K | 0.81% | 29 |
|
|
2022
Q2 | $2.89M | Buy |
16,931
+5,682
| +51% | +$969K | 0.85% | 28 |
|
|
2022
Q1 | $2.24M | Buy |
11,249
+7,620
| +210% | +$1.52M | 0.53% | 41 |
|
|
2021
Q4 | $926K | Buy |
3,629
+2,015
| +125% | +$514K | 0.26% | 73 |
|
|
2021
Q3 | $437K | Sell |
1,614
-992
| -38% | -$269K | 0.15% | 105 |
|
|
2021
Q2 | $638K | Sell |
2,606
-1,249
| -32% | -$306K | 0.22% | 78 |
|
|
2021
Q1 | $852K | Sell |
3,855
-758
| -16% | -$168K | 0.23% | 74 |
|
|
2020
Q4 | $1.02M | Buy |
4,613
+213
| +5% | +$46.9K | 0.36% | 50 |
|
|
2020
Q3 | $1.11M | Buy |
4,400
+659
| +18% | +$166K | 0.45% | 40 |
|
|
2020
Q2 | $701K | Buy |
+3,741
| New | +$701K | 0.34% | 51 |
|