Pine Haven Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
2,926
+89
| +3% | +$24.3K | 0.63% | 47 |
|
|
2025
Q1 | $761K | Sell |
2,837
-38
| -1% | -$10.2K | 0.64% | 47 |
|
|
2024
Q4 | $961K | Buy |
2,875
+100
| +4% | +$33.4K | 0.79% | 40 |
|
|
2024
Q3 | $760K | Buy |
2,775
+419
| +18% | +$115K | 0.61% | 45 |
|
|
2024
Q2 | $606K | Buy |
2,356
+77
| +3% | +$19.8K | 0.52% | 50 |
|
|
2024
Q1 | $686K | Buy |
2,279
+40
| +2% | +$12K | 0.6% | 48 |
|
|
2023
Q4 | $589K | Buy |
2,239
+55
| +3% | +$14.5K | 0.55% | 52 |
|
|
2023
Q3 | $443K | Buy |
2,184
+199
| +10% | +$40.4K | 0.46% | 61 |
|
|
2023
Q2 | $419K | Buy |
1,985
+55
| +3% | +$11.6K | 0.42% | 64 |
|
|
2023
Q1 | $386K | Buy |
1,930
+100
| +5% | +$20K | 0.4% | 67 |
|
|
2022
Q4 | $243K | Buy |
1,830
+395
| +28% | +$52.4K | 0.27% | 87 |
|
|
2022
Q3 | $206K | Hold |
1,435
| – | – | 0.25% | 95 |
|
|
2022
Q2 | $237K | Buy |
1,435
+45
| +3% | +$7.43K | 0.28% | 90 |
|
|
2022
Q1 | $295K | Buy |
1,390
+345
| +33% | +$73.2K | 0.29% | 85 |
|
|
2021
Q4 | $266K | Buy |
+1,045
| New | +$266K | 0.25% | 93 |
|