CPG
Cornerstone Planning Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
421
-244
| -37% | -$60.4K | 0.02% | 136 |
|
|
2025
Q1 | $167K | Buy |
665
+327
| +97% | +$81.9K | 0.04% | 97 |
|
|
2024
Q4 | $117K | Buy |
338
+11
| +3% | +$3.82K | 0.03% | 105 |
|
|
2024
Q3 | $97.8K | Buy |
327
+4
| +1% | +$1.2K | 0.03% | 119 |
|
|
2024
Q2 | $77.2K | Buy |
323
+14
| +5% | +$3.35K | 0.02% | 153 |
|
|
2024
Q1 | $84.6K | Sell |
309
-71
| -19% | -$19.4K | 0.03% | 125 |
|
|
2023
Q4 | $100K | Sell |
380
-24
| -6% | -$6.32K | 0.03% | 120 |
|
|
2023
Q3 | $81.9K | Sell |
404
-89
| -18% | -$18K | 0.03% | 126 |
|
|
2023
Q2 | $104K | Buy |
+493
| New | +$104K | 0.04% | 129 |
|
|
2022
Q4 | $86.1K | Buy |
+588
| New | +$86.1K | 0.04% | 178 |
|