Fort Point Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $933K | Buy |
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|
2023
Q4 | $794K | Sell |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $958K | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $891K | Buy |
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|
2020
Q3 | $933K | Sell |
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|
2020
Q2 | $703K | Sell |
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|
2020
Q1 | $5.01M | Sell |
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|
2019
Q4 | $6.95M | Sell |
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|
2019
Q3 | $13.1M | Sell |
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|
2019
Q2 | $13.4M | Buy |
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|
2019
Q1 | $14M | Sell |
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|
2018
Q4 | $12.7M | Hold |
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|
2018
Q3 | $14.8M | Sell |
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|
2018
Q2 | $13.6M | Buy |
|
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|
2018
Q1 | $11.6M | Sell |
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|
2017
Q4 | $10.3M | Buy |
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|
2017
Q3 | $9.32M | Hold |
|
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|
2017
Q2 | $8.64M | Sell |
|
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|
2017
Q1 | $8.51M | Buy |
|
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|
2016
Q4 | $6.91M | Sell |
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|
2016
Q3 | $9.22M | Buy |
|
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|
2016
Q2 | $8.28M | Buy |
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|
2016
Q1 | $7.68M | Buy |
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|
2015
Q4 | $8.15M | Sell |
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|
2015
Q3 | $7.24M | Hold |
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|
2015
Q2 | $7.25M | Hold |
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|
2015
Q1 | $6.96M | Buy |
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|
2014
Q4 | $5.94M | Buy |
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|
2014
Q3 | $5.75M | Hold |
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|
2014
Q2 | $5.81M | Buy |
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