Pointe 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
Q2 | $825K | Buy |
3,027
+63
| +2% | +$17.2K | 0.43% | 58 |
|
|
2025
Q1 | $795K | Buy |
2,964
+54
| +2% | +$14.5K | 0.47% | 56 |
|
|
2024
Q4 | $973K | Buy |
2,910
+24
| +0.8% | +$8.02K | 0.56% | 44 |
|
|
2024
Q3 | $790K | Buy |
2,886
+897
| +45% | +$246K | 0.46% | 60 |
|
|
2024
Q2 | $511K | Buy |
1,989
+4
| +0.2% | +$1.03K | 0.32% | 83 |
|
|
2024
Q1 | $598K | Buy |
1,985
+230
| +13% | +$69.3K | 0.37% | 75 |
|
|
2023
Q4 | $462K | Buy |
1,755
+16
| +0.9% | +$4.21K | 0.32% | 85 |
|
|
2023
Q3 | $353K | Buy |
1,739
+188
| +12% | +$38.1K | 0.26% | 95 |
|
|
2023
Q2 | $328K | Buy |
1,551
+1,221
| +370% | +$258K | 0.25% | 104 |
|
|
2023
Q1 | $65.9K | Buy |
+330
| New | +$65.9K | 0.05% | 213 |
|