PA
Pineridge Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Sell |
52
-2
| -4% | -$546 | 0.01% | 188 |
|
|
2025
Q1 | $14.5K | Sell |
54
-83
| -61% | -$22.3K | 0.01% | 197 |
|
|
2024
Q4 | $45.8K | Buy |
137
+62
| +83% | +$20.7K | 0.02% | 140 |
|
|
2024
Q3 | $20.5K | Hold |
75
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $19.3K | Sell |
75
-5
| -6% | -$1.29K | 0.01% | 217 |
|
|
2024
Q1 | $24.1K | Sell |
80
-158
| -66% | -$47.6K | 0.01% | 202 |
|
|
2023
Q4 | $62.6K | Buy |
+238
| New | +$62.6K | 0.02% | 145 |
|