Pinnacle Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $46.5M | Buy |
156,844
+734
| +0.5% | +$218K | 0.94% | 20 |
|
|
2024
Q4 | $48.1M | Buy |
156,110
+702
| +0.5% | +$216K | 0.98% | 20 |
|
|
2024
Q3 | $42.5M | Buy |
155,408
+565
| +0.4% | +$155K | 0.85% | 21 |
|
|
2024
Q2 | $42.8M | Buy |
154,843
+2,388
| +2% | +$660K | 0.92% | 19 |
|
|
2024
Q1 | $45.9M | Buy |
152,455
+3,299
| +2% | +$994K | 0.99% | 18 |
|
|
2023
Q4 | $39.2M | Sell |
149,156
-4,609
| -3% | -$1.21M | 0.93% | 19 |
|
|
2023
Q3 | $31.2M | Sell |
153,765
-4,638
| -3% | -$940K | 0.81% | 23 |
|
|
2023
Q2 | $33.5M | Buy |
158,403
+4,664
| +3% | +$985K | 0.84% | 23 |
|
|
2023
Q1 | $30.7M | Buy |
153,739
+29,321
| +24% | +$5.86M | 0.83% | 26 |
|
|
2022
Q4 | $16.5M | Buy |
124,418
+13,670
| +12% | +$1.81M | 0.48% | 61 |
|
|
2022
Q3 | $15.9M | Buy |
110,748
+21,834
| +25% | +$3.14M | 0.58% | 48 |
|
|
2022
Q2 | $14.7M | Buy |
88,914
+60,430
| +212% | +$9.97M | 0.52% | 53 |
|
|
2022
Q1 | $6.05M | Buy |
28,484
+2,648
| +10% | +$562K | 0.19% | 136 |
|
|
2021
Q4 | $6.57M | Buy |
25,836
+1,844
| +8% | +$469K | 0.2% | 131 |
|
|
2021
Q3 | $6.51M | Buy |
23,992
+1,943
| +9% | +$527K | 0.23% | 116 |
|
|
2021
Q2 | $5.39M | Buy |
22,049
+1,121
| +5% | +$274K | 0.22% | 117 |
|
|
2021
Q1 | $4.43M | Buy |
20,928
+1,227
| +6% | +$260K | 0.2% | 121 |
|
|
2020
Q4 | $4.38M | Buy |
19,701
+877
| +5% | +$195K | 0.22% | 119 |
|
|
2020
Q3 | $4.73M | Buy |
18,824
+781
| +4% | +$196K | 0.26% | 107 |
|
|
2020
Q2 | $3.38M | Buy |
18,043
+4,273
| +31% | +$800K | 0.19% | 119 |
|
|
2020
Q1 | $1.98M | Buy |
13,770
+9,985
| +264% | +$1.44M | 0.14% | 144 |
|
|
2019
Q4 | $615K | Buy |
3,785
+109
| +3% | +$17.7K | 0.04% | 247 |
|
|
2019
Q3 | $546K | Buy |
3,676
+1,343
| +58% | +$199K | 0.04% | 239 |
|
|
2019
Q2 | $354K | Buy |
2,333
+755
| +48% | +$115K | 0.03% | 266 |
|
|
2019
Q1 | $250K | Sell |
1,578
-1,127
| -42% | -$179K | 0.02% | 298 |
|
|
2018
Q4 | $371K | Sell |
2,705
-84
| -3% | -$11.5K | 0.04% | 246 |
|
|
2018
Q3 | $443K | Buy |
2,789
+351
| +14% | +$55.8K | 0.04% | 247 |
|
|
2018
Q2 | $333K | Buy |
+2,438
| New | +$333K | 0.03% | 251 |
|
|
2017
Q3 | – | Sell |
-95
| Closed | -$8K | – | 311 |
|
|
2017
Q2 | $8K | Buy |
+95
| New | +$8K | ﹤0.01% | 441 |
|