Pinion Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
1,561
+181
| +13% | +$49.4K | 0.15% | 111 |
|
|
2025
Q1 | $370K | Sell |
1,380
-27
| -2% | -$7.25K | 0.08% | 111 |
|
|
2024
Q4 | $470K | Sell |
1,407
-64
| -4% | -$21.4K | 0.19% | 95 |
|
|
2024
Q3 | $403K | Buy |
1,471
+66
| +5% | +$18.1K | 0.17% | 111 |
|
|
2024
Q2 | $361K | Buy |
1,405
+141
| +11% | +$36.3K | 0.18% | 102 |
|
|
2024
Q1 | $381K | Sell |
1,264
-22
| -2% | -$6.63K | 0.2% | 104 |
|
|
2023
Q4 | $338K | Buy |
+1,286
| New | +$338K | 0.2% | 109 |
|
|
2022
Q3 | – | Sell |
-1,288
| Closed | -$213K | – | 151 |
|
|
2022
Q2 | $213K | Sell |
1,288
-147
| -10% | -$24.3K | 0.18% | 150 |
|
|
2022
Q1 | $305K | Buy |
1,435
+147
| +11% | +$31.2K | 0.21% | 133 |
|
|
2021
Q4 | $327K | Buy |
1,288
+223
| +21% | +$56.6K | 0.22% | 132 |
|
|
2021
Q3 | $289K | Buy |
1,065
+27
| +3% | +$7.33K | 0.23% | 128 |
|
|
2021
Q2 | $254K | Sell |
1,038
-667
| -39% | -$163K | 0.2% | 134 |
|
|
2021
Q1 | $361K | Buy |
1,705
+157
| +10% | +$33.2K | 0.33% | 109 |
|
|
2020
Q4 | $344K | Buy |
+1,548
| New | +$344K | 0.36% | 94 |
|