PCM
Princeton Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
5,643
+224
| +4% | +$61.1K | 0.46% | 38 |
|
|
2025
Q1 | $1.45M | Buy |
+5,419
| New | +$1.45M | 0.51% | 35 |
|
|
2024
Q4 | – | Sell |
-999
| Closed | -$273K | – | 124 |
|
|
2024
Q3 | $273K | Buy |
999
+26
| +3% | +$7.12K | 0.09% | 80 |
|
|
2024
Q2 | $250K | Sell |
973
-225
| -19% | -$57.9K | 0.08% | 85 |
|
|
2024
Q1 | $361K | Hold |
1,198
| – | – | 0.13% | 74 |
|
|
2023
Q4 | $315K | Hold |
1,198
| – | – | 0.13% | 75 |
|
|
2023
Q3 | $243K | Hold |
1,198
| – | – | 0.11% | 77 |
|
|
2023
Q2 | $253K | Buy |
1,198
+25
| +2% | +$5.28K | 0.11% | 76 |
|
|
2023
Q1 | $234K | Buy |
+1,173
| New | +$234K | 0.1% | 84 |
|
|
2022
Q3 | – | Sell |
-1,257
| Closed | -$207K | – | 94 |
|
|
2022
Q2 | $207K | Buy |
1,257
+3
| +0.2% | +$494 | 0.08% | 89 |
|
|
2022
Q1 | $266K | Buy |
1,254
+50
| +4% | +$10.6K | 0.08% | 90 |
|
|
2021
Q4 | $306K | Hold |
1,204
| – | – | 0.09% | 90 |
|
|
2021
Q3 | $327K | Hold |
1,204
| – | – | 0.1% | 84 |
|
|
2021
Q2 | $294K | Sell |
1,204
-1,425
| -54% | -$348K | 0.09% | 90 |
|
|
2021
Q1 | $557K | Buy |
2,629
+79
| +3% | +$16.7K | 0.19% | 64 |
|
|
2020
Q4 | $567K | Buy |
2,550
+36
| +1% | +$8.01K | 0.2% | 62 |
|
|
2020
Q3 | $632K | Buy |
2,514
+94
| +4% | +$23.6K | 0.25% | 55 |
|
|
2020
Q2 | $453K | Buy |
2,420
+779
| +47% | +$146K | 0.2% | 62 |
|
|
2020
Q1 | $269K | Buy |
+1,641
| New | +$269K | 0.14% | 73 |
|
|
2019
Q4 | – | Sell |
-215
| Closed | -$32K | – | 122 |
|
|
2019
Q3 | $32K | Buy |
215
+165
| +330% | +$24.6K | 0.02% | 171 |
|
|
2019
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
|
2019
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 205 |
|
|
2018
Q4 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 219 |
|