Pinnbrook Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,628
| Closed | -$5.56M | – | 55 |
|
2024
Q4 | $5.56M | Sell |
16,628
-7,227
| -30% | -$2.42M | 0.55% | 17 |
|
2024
Q3 | $6.53M | Buy |
+23,855
| New | +$6.53M | 0.93% | 22 |
|
2024
Q2 | – | Sell |
-40,694
| Closed | -$12.3M | – | 63 |
|
2024
Q1 | $12.3M | Sell |
40,694
-17,834
| -30% | -$5.37M | 1.03% | 15 |
|
2023
Q4 | $15.4M | Buy |
+58,528
| New | +$15.4M | 1.73% | 4 |
|
2023
Q3 | – | Sell |
-12,672
| Closed | -$2.68M | – | 37 |
|
2023
Q2 | $2.68M | Buy |
12,672
+8,829
| +230% | +$1.87M | 0.95% | 24 |
|
2023
Q1 | $768K | Buy |
+3,843
| New | +$768K | 0.4% | 46 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 41 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 32 |
|