Tyche 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
$483K Sell
1,770
-137
-7% -$37.4K 0.1% 153
2025
Q1
$512K Sell
1,907
-112
-6% -$30.1K 0.11% 134
2024
Q4
$675K Sell
2,019
-10
-0.5% -$3.34K 0.14% 119
2024
Q3
$555K Sell
2,029
-56
-3% -$15.3K 0.13% 122
2024
Q2
$536K Sell
2,085
-385
-16% -$99K 0.13% 119
2024
Q1
$744K Sell
2,470
-86
-3% -$25.9K 0.18% 95
2023
Q4
$673K Buy
+2,556
New +$673K 0.16% 116