PSP
Pacific Sage Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
1,804
+31
| +2% | +$8.45K | 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% | +$6.43K | 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% | -$3.45K | 0.11% | 56 |
|
|
2023
Q2 | $373K | Buy |
1,765
+95
| +6% | +$20.1K | 0.11% | 58 |
|
|
2023
Q1 | $334K | Buy |
1,670
+22
| +1% | +$4.4K | 0.11% | 61 |
|
|
2022
Q4 | $219K | Buy |
+1,648
| New | +$219K | 0.07% | 76 |
|