Pathstone Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Sell |
106,334
-78,168
| -42% | -$21.3M | 0.11% | 115 |
|
|
2025
Q1 | $49.7M | Buy |
184,502
+72,805
| +65% | +$19.6M | 0.22% | 77 |
|
|
2024
Q4 | $37.3M | Buy |
111,697
+1,479
| +1% | +$494K | 0.17% | 84 |
|
|
2024
Q3 | $30.2M | Sell |
110,218
-34
| -0% | -$9.31K | 0.13% | 112 |
|
|
2024
Q2 | $28.3M | Sell |
110,252
-5,516
| -5% | -$1.42M | 0.13% | 113 |
|
|
2024
Q1 | $34.9M | Buy |
115,768
+9,961
| +9% | +$3M | 0.16% | 93 |
|
|
2023
Q4 | $27.8M | Buy |
+105,807
| New | +$27.8M | 0.15% | 103 |
|