Graypoint LLC’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
8,414
+149
+2% +$40.6K 0.13% 126
2025
Q1
$2.22M Sell
8,265
-105
-1% -$28.2K 0.14% 125
2024
Q4
$2.8M Buy
8,370
+336
+4% +$112K 0.17% 98
2024
Q3
$2.2M Sell
8,034
-1,915
-19% -$524K 0.14% 118
2024
Q2
$2.56M Sell
9,949
-1,249
-11% -$321K 0.18% 93
2024
Q1
$3.37M Buy
11,198
+694
+7% +$209K 0.24% 78
2023
Q4
$2.76M Buy
10,504
+36
+0.3% +$9.47K 0.22% 86
2023
Q3
$2.12M Buy
10,468
+634
+6% +$129K 0.2% 96
2023
Q2
$2.08M Buy
9,834
+1,587
+19% +$335K 0.21% 87
2023
Q1
$1.65M Buy
8,247
+2,225
+37% +$445K 0.18% 95
2022
Q4
$798K Sell
6,022
-1,128
-16% -$150K 0.1% 145
2022
Q3
$1.03M Buy
7,150
+1,120
+19% +$161K 0.13% 117
2022
Q2
$995K Buy
6,030
+763
+14% +$126K 0.13% 125
2022
Q1
$1.12M Sell
5,267
-38
-0.7% -$8.07K 0.11% 127
2021
Q4
$1.35M Buy
5,305
+1,106
+26% +$281K 0.14% 114
2021
Q3
$1.14M Buy
4,199
+1,225
+41% +$332K 0.14% 111
2021
Q2
$726K Buy
2,974
+376
+14% +$91.8K 0.1% 139
2021
Q1
$550K Sell
2,598
-27
-1% -$5.72K 0.08% 152
2020
Q4
$584K Buy
2,625
+72
+3% +$16K 0.1% 134
2020
Q3
$642K Buy
2,553
+1,343
+111% +$338K 0.12% 122
2020
Q2
$227K Sell
1,210
-407
-25% -$76.4K 0.05% 149
2020
Q1
$232K Buy
+1,617
New +$232K 0.06% 136