Pinnacle Wealth Management Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Sell |
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|
2025
Q2 | $666K | Buy |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $731K | Buy |
|
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|
2024
Q3 | $591K | Buy |
|
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|
2024
Q2 | $525K | Sell |
|
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|
2024
Q1 | $904K | Buy |
|
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|
2023
Q4 | $772K | Buy |
|
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|
2023
Q3 | $571K | Sell |
|
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|
2023
Q2 | $617K | Sell |
|
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|
2023
Q1 | $613K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $601K | Buy |
|