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 |
|