Pinnacle Wealth Planning Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
3,274
+787
| +32% | +$215K | 0.12% | 102 |
|
|
2025
Q1 | $667K | Buy |
2,487
+249
| +11% | +$66.8K | 0.1% | 121 |
|
|
2024
Q4 | $748K | Sell |
2,238
-2,357
| -51% | -$788K | 0.11% | 104 |
|
|
2024
Q3 | $1.26M | Sell |
4,595
-277
| -6% | -$75.8K | 0.17% | 79 |
|
|
2024
Q2 | $1.25M | Sell |
4,872
-74
| -1% | -$19K | 0.18% | 78 |
|
|
2024
Q1 | $1.49M | Buy |
4,946
+38
| +0.8% | +$11.4K | 0.22% | 68 |
|
|
2023
Q4 | $1.29M | Sell |
4,908
-229
| -4% | -$60.3K | 0.2% | 76 |
|
|
2023
Q3 | $1.04M | Sell |
5,137
-97
| -2% | -$19.7K | 0.17% | 82 |
|
|
2023
Q2 | $1.11M | Sell |
5,234
-477
| -8% | -$101K | 0.18% | 86 |
|
|
2023
Q1 | $1.14M | Buy |
5,711
+4,118
| +259% | +$823K | 0.19% | 80 |
|
|
2022
Q4 | $211K | Sell |
1,593
-1,369
| -46% | -$182K | 0.04% | 357 |
|
|
2022
Q3 | $426K | Sell |
2,962
-3,490
| -54% | -$502K | 0.08% | 166 |
|
|
2022
Q2 | $1.07M | Buy |
6,452
+1,760
| +38% | +$291K | 0.19% | 80 |
|
|
2022
Q1 | $996K | Sell |
4,692
-1,376
| -23% | -$292K | 0.18% | 92 |
|
|
2021
Q4 | $1.54M | Buy |
6,068
+1,128
| +23% | +$287K | 0.3% | 61 |
|
|
2021
Q3 | $1.34M | Buy |
4,940
+245
| +5% | +$66.5K | 0.3% | 62 |
|
|
2021
Q2 | $1.15M | Buy |
4,695
+477
| +11% | +$117K | 0.27% | 62 |
|
|
2021
Q1 | $893K | Buy |
4,218
+241
| +6% | +$51K | 0.23% | 71 |
|
|
2020
Q4 | $885K | Sell |
3,977
-381
| -9% | -$84.8K | 0.21% | 72 |
|
|
2020
Q3 | $1.1M | Buy |
4,358
+334
| +8% | +$83.9K | 0.36% | 53 |
|
|
2020
Q2 | $753K | Buy |
4,024
+82
| +2% | +$15.3K | 0.24% | 71 |
|
|
2020
Q1 | $566K | Buy |
3,942
+1,015
| +35% | +$146K | 0.27% | 74 |
|
|
2019
Q4 | $476K | Buy |
2,927
+568
| +24% | +$92.4K | 0.22% | 90 |
|
|
2019
Q3 | $350K | Buy |
2,359
+968
| +70% | +$144K | 0.19% | 105 |
|
|
2019
Q2 | $211K | Buy |
+1,391
| New | +$211K | 0.13% | 151 |
|
|
2019
Q1 | – | Sell |
-1,503
| Closed | -$206K | – | 170 |
|
|
2018
Q4 | $206K | Buy |
1,503
+49
| +3% | +$6.72K | 0.13% | 129 |
|
|
2018
Q3 | $231K | Sell |
1,454
-173
| -11% | -$27.5K | 0.21% | 151 |
|
|
2018
Q2 | $222K | Buy |
+1,627
| New | +$222K | 0.22% | 154 |
|