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Pacific Sage Partners’s Salesforce CRM Stock Holding History

Pacific Sage Partners’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
2026
Q1 		$336K Buy
1,800
+39
+2% +$8.08K 0.05% 85
2025
Q4 		$467K Sell
1,761
-41
-2% -$10.2K 0.07% 70
2025
Q3 		$427K Sell
1,802
-2
-0.1% -$504 0.07% 69
2025
Q2 		$492K Buy
1,804
+31
+2% +$8.29K 0.1% 62
2025
Q1 		$476K Hold
1,773
– – 0.11% 59
2024
Q4 		$593K Hold
1,773
– – 0.14% 50
2024
Q3 		$485K Hold
1,773
– – 0.12% 54
2024
Q2 		$456K Buy
1,773
+25
+1% +$6.69K 0.11% 53
2024
Q1 		$526K Hold
1,748
– – 0.14% 51
2023
Q4 		$460K Hold
1,748
– – 0.13% 53
2023
Q3 		$354K Sell
1,748
-17
-1% -$3.67K 0.11% 56
2023
Q2 		$373K Buy
1,765
+95
+6% +$19.4K 0.11% 58
2023
Q1 		$334K Buy
1,670
+22
+1% +$3.72K 0.11% 61
2022
Q4 		$219K Buy
+1,648
New +$240K 0.07% 76

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VPM
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