Pinnacle Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6M | Buy |
35,193
+1,233
| +4% | +$336K | 0.14% | 168 |
|
|
2025
Q1 | $9.11M | Buy |
33,960
+788
| +2% | +$211K | 0.13% | 161 |
|
|
2024
Q4 | $11.1M | Buy |
33,172
+1,508
| +5% | +$504K | 0.15% | 143 |
|
|
2024
Q3 | $8.33M | Buy |
31,664
+332
| +1% | +$87.4K | 0.14% | 175 |
|
|
2024
Q2 | $8.06M | Sell |
31,332
-532
| -2% | -$137K | 0.13% | 181 |
|
|
2024
Q1 | $9.6M | Buy |
31,864
+200
| +0.6% | +$60.2K | 0.15% | 170 |
|
|
2023
Q4 | $8.33M | Buy |
31,664
+206
| +0.7% | +$54.2K | 0.14% | 178 |
|
|
2023
Q3 | $6.38M | Sell |
31,458
-626
| -2% | -$127K | 0.12% | 194 |
|
|
2023
Q2 | $6.78M | Buy |
32,084
+949
| +3% | +$200K | 0.12% | 193 |
|
|
2023
Q1 | $6.22M | Buy |
31,135
+1,632
| +6% | +$326K | 0.13% | 182 |
|
|
2022
Q4 | $3.91M | Buy |
29,503
+10,836
| +58% | +$1.44M | 0.09% | 222 |
|
|
2022
Q3 | $2.69M | Buy |
18,667
+158
| +0.9% | +$22.7K | 0.06% | 257 |
|
|
2022
Q2 | $3.06M | Sell |
18,509
-882
| -5% | -$146K | 0.07% | 257 |
|
|
2022
Q1 | $4.12M | Buy |
19,391
+4,398
| +29% | +$934K | 0.07% | 246 |
|
|
2021
Q4 | $3.81M | Buy |
14,993
+1,378
| +10% | +$350K | 0.07% | 254 |
|
|
2021
Q3 | $3.69M | Buy |
13,615
+161
| +1% | +$43.7K | 0.07% | 257 |
|
|
2021
Q2 | $3.29M | Sell |
13,454
-3,635
| -21% | -$888K | 0.06% | 272 |
|
|
2021
Q1 | $3.62M | Buy |
17,089
+1,898
| +12% | +$402K | 0.07% | 246 |
|
|
2020
Q4 | $3.38M | Buy |
15,191
+4,495
| +42% | +$1M | 0.07% | 239 |
|
|
2020
Q3 | $2.69M | Sell |
10,696
-36,124
| -77% | -$9.08M | 0.06% | 247 |
|
|
2020
Q2 | $8.77M | Sell |
46,820
-11,433
| -20% | -$2.14M | 0.22% | 121 |
|
|
2020
Q1 | $8.39M | Buy |
58,253
+1,191
| +2% | +$171K | 0.25% | 113 |
|
|
2019
Q4 | $9.28M | Buy |
57,062
+3,549
| +7% | +$577K | 0.2% | 134 |
|
|
2019
Q3 | $7.94M | Sell |
53,513
-2,272
| -4% | -$337K | 0.19% | 141 |
|
|
2019
Q2 | $8.46M | Buy |
55,785
+10,760
| +24% | +$1.63M | 0.2% | 140 |
|
|
2019
Q1 | $7.13M | Buy |
45,025
+12,530
| +39% | +$1.98M | 0.16% | 167 |
|
|
2018
Q4 | $4.45M | Buy |
32,495
+1,350
| +4% | +$185K | 0.11% | 199 |
|
|
2018
Q3 | $4.95M | Sell |
31,145
-4,000
| -11% | -$636K | 0.1% | 213 |
|
|
2018
Q2 | $4.79M | Hold |
35,145
| – | – | 0.1% | 209 |
|
|
2018
Q1 | $4.09M | Sell |
35,145
-4,570
| -12% | -$531K | 0.08% | 236 |
|
|
2017
Q4 | $4.06M | Buy |
39,715
+303
| +0.8% | +$31K | 0.08% | 235 |
|
|
2017
Q3 | $3.68M | Sell |
39,412
-225
| -0.6% | -$21K | 0.07% | 242 |
|
|
2017
Q2 | $3.43M | Sell |
39,637
-250
| -0.6% | -$21.7K | 0.07% | 246 |
|
|
2017
Q1 | $3.29M | Buy |
39,887
+1,757
| +5% | +$145K | 0.06% | 261 |
|
|
2016
Q4 | $2.61M | Buy |
+38,130
| New | +$2.61M | 0.05% | 278 |
|