Cornerstone Planning Group’s Salesforce CRM Stock Holding History

Cornerstone Planning Group’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$104K	Sell
2025 Q1	$167K	Buy
2024 Q4	$117K	Buy
2024 Q3	$97.8K	Buy
2024 Q2	$77.2K	Buy
2024 Q1	$84.6K	Sell
2023 Q4	$100K	Sell
2023 Q3	$81.9K	Sell
2023 Q2	$104K	Buy
2022 Q4	$86.1K	Buy