Pinnacle Associates’s Salesforce CRM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $9.6M | Buy |  | |||||
| 2025 Q1 | $9.11M | Buy |  | |||||
| 2024 Q4 | $11.1M | Buy |  | |||||
| 2024 Q3 | $8.33M | Buy |  | |||||
| 2024 Q2 | $8.06M | Sell |  | |||||
| 2024 Q1 | $9.6M | Buy |  | |||||
| 2023 Q4 | $8.33M | Buy |  | |||||
| 2023 Q3 | $6.38M | Sell |  | |||||
| 2023 Q2 | $6.78M | Buy |  | |||||
| 2023 Q1 | $6.22M | Buy |  | |||||
| 2022 Q4 | $3.91M | Buy |  | |||||
| 2022 Q3 | $2.69M | Buy |  | |||||
| 2022 Q2 | $3.06M | Sell |  | |||||
| 2022 Q1 | $4.12M | Buy |  | |||||
| 2021 Q4 | $3.81M | Buy |  | |||||
| 2021 Q3 | $3.69M | Buy |  | |||||
| 2021 Q2 | $3.29M | Sell |  | |||||
| 2021 Q1 | $3.62M | Buy |  | |||||
| 2020 Q4 | $3.38M | Buy |  | |||||
| 2020 Q3 | $2.69M | Sell |  | |||||
| 2020 Q2 | $8.77M | Sell |  | |||||
| 2020 Q1 | $8.39M | Buy |  | |||||
| 2019 Q4 | $9.28M | Buy |  | |||||
| 2019 Q3 | $7.94M | Sell |  | |||||
| 2019 Q2 | $8.46M | Buy |  | |||||
| 2019 Q1 | $7.13M | Buy |  | |||||
| 2018 Q4 | $4.45M | Buy |  | |||||
| 2018 Q3 | $4.95M | Sell |  | |||||
| 2018 Q2 | $4.79M | Hold |  | |||||
| 2018 Q1 | $4.09M | Sell |  | |||||
| 2017 Q4 | $4.06M | Buy |  | |||||
| 2017 Q3 | $3.68M | Sell |  | |||||
| 2017 Q2 | $3.43M | Sell |  | |||||
| 2017 Q1 | $3.29M | Buy |  | |||||
| 2016 Q4 | $2.61M | Buy |  |