PH
Pinnacle Holdings’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
8,615
+803
| +10% | +$219K | 0.85% | 42 |
|
|
2025
Q1 | $2.1M | Sell |
7,812
-417
| -5% | -$112K | 0.8% | 44 |
|
|
2024
Q4 | $2.75M | Sell |
8,229
-222
| -3% | -$74.2K | 1.04% | 23 |
|
|
2024
Q3 | $2.31M | Sell |
8,451
-61
| -0.7% | -$16.7K | 0.9% | 34 |
|
|
2024
Q2 | $2.19M | Sell |
8,512
-145
| -2% | -$37.3K | 0.89% | 33 |
|
|
2024
Q1 | $2.61M | Sell |
8,657
-708
| -8% | -$213K | 1.05% | 25 |
|
|
2023
Q4 | $2.46M | Sell |
9,365
-45
| -0.5% | -$11.8K | 1.01% | 25 |
|
|
2023
Q3 | $1.91M | Sell |
9,410
-1,062
| -10% | -$215K | 0.89% | 33 |
|
|
2023
Q2 | $2.21M | Sell |
10,472
-71
| -0.7% | -$15K | 0.99% | 29 |
|
|
2023
Q1 | $2.11M | Buy |
10,543
+38
| +0.4% | +$7.59K | 0.98% | 26 |
|
|
2022
Q4 | $1.39M | Sell |
10,505
-1,790
| -15% | -$237K | 0.62% | 59 |
|
|
2022
Q3 | $1.77M | Buy |
12,295
+307
| +3% | +$44.2K | 0.83% | 39 |
|
|
2022
Q2 | $1.98M | Buy |
11,988
+149
| +1% | +$24.6K | 0.91% | 32 |
|
|
2022
Q1 | $2.51M | Buy |
11,839
+1,232
| +12% | +$262K | 0.99% | 28 |
|
|
2021
Q4 | $2.7M | Buy |
10,607
+28
| +0.3% | +$7.12K | 1.13% | 18 |
|
|
2021
Q3 | $2.87M | Sell |
10,579
-250
| -2% | -$67.8K | 1.26% | 16 |
|
|
2021
Q2 | $2.65M | Sell |
10,829
-53
| -0.5% | -$12.9K | 1.22% | 18 |
|
|
2021
Q1 | $2.31M | Sell |
10,882
-251
| -2% | -$53.2K | 1.07% | 22 |
|
|
2020
Q4 | $2.48M | Sell |
11,133
-94
| -0.8% | -$20.9K | 1.31% | 15 |
|
|
2020
Q3 | $2.82M | Buy |
+11,227
| New | +$2.82M | 1.63% | 7 |
|