PWAM
Pinnacle West Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
1,205
+55
| +5% | +$15K | 0.23% | 88 |
|
|
2025
Q1 | $309K | Buy |
1,150
+20
| +2% | +$5.37K | 0.22% | 92 |
|
|
2024
Q4 | $378K | Hold |
1,130
| – | – | 0.27% | 83 |
|
|
2024
Q3 | $309K | Buy |
1,130
+15
| +1% | +$4.1K | 0.22% | 94 |
|
|
2024
Q2 | $287K | Buy |
1,115
+10
| +0.9% | +$2.57K | 0.22% | 92 |
|
|
2024
Q1 | $333K | Hold |
1,105
| – | – | 0.26% | 86 |
|
|
2023
Q4 | $291K | Buy |
1,105
+80
| +8% | +$21.1K | 0.25% | 90 |
|
|
2023
Q3 | $208K | Buy |
+1,025
| New | +$208K | 0.2% | 95 |
|