Pacific Sage 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 | $492K | Buy |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $485K | Hold |
|
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $526K | Hold |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $219K | Buy |
|