Pinnacle Wealth Planning Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $885K | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $753K | Buy |
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|
2020
Q1 | $566K | Buy |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $222K | Buy |
|