PP
PDS Planning’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
5,113
+10
| +0.2% | +$2.73K | 0.1% | 88 |
|
|
2025
Q1 | $1.37M | Buy |
5,103
+392
| +8% | +$105K | 0.12% | 86 |
|
|
2024
Q4 | $1.58M | Buy |
4,711
+215
| +5% | +$71.9K | 0.14% | 73 |
|
|
2024
Q3 | $1.23M | Buy |
4,496
+343
| +8% | +$93.9K | 0.11% | 82 |
|
|
2024
Q2 | $1.07M | Sell |
4,153
-142
| -3% | -$36.5K | 0.11% | 79 |
|
|
2024
Q1 | $1.29M | Buy |
4,295
+133
| +3% | +$40.1K | 0.14% | 70 |
|
|
2023
Q4 | $1.1M | Buy |
4,162
+15
| +0.4% | +$3.95K | 0.12% | 73 |
|
|
2023
Q3 | $841K | Buy |
4,147
+91
| +2% | +$18.5K | 0.11% | 85 |
|
|
2023
Q2 | $857K | Buy |
4,056
+699
| +21% | +$148K | 0.11% | 86 |
|
|
2023
Q1 | $671K | Buy |
3,357
+1,606
| +92% | +$321K | 0.09% | 96 |
|
|
2022
Q4 | $232K | Sell |
1,751
-266
| -13% | -$35.3K | 0.04% | 177 |
|
|
2022
Q3 | $290K | Sell |
2,017
-874
| -30% | -$126K | 0.05% | 135 |
|
|
2022
Q2 | $477K | Buy |
2,891
+967
| +50% | +$160K | 0.09% | 98 |
|
|
2022
Q1 | $409K | Sell |
1,924
-71
| -4% | -$15.1K | 0.07% | 114 |
|
|
2021
Q4 | $507K | Sell |
1,995
-32
| -2% | -$8.13K | 0.1% | 91 |
|
|
2021
Q3 | $550K | Buy |
2,027
+423
| +26% | +$115K | 0.13% | 81 |
|
|
2021
Q2 | $392K | Buy |
1,604
+310
| +24% | +$75.8K | 0.1% | 104 |
|
|
2021
Q1 | $274K | Buy |
1,294
+114
| +10% | +$24.1K | 0.08% | 118 |
|
|
2020
Q4 | $263K | Buy |
1,180
+138
| +13% | +$30.8K | 0.09% | 119 |
|
|
2020
Q3 | $262K | Buy |
+1,042
| New | +$262K | 0.11% | 106 |
|