Principal Street Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,829
+1,479
| +44% | +$403K | 0.13% | 100 |
|
|
2025
Q1 | $899K | Buy |
3,350
+27
| +0.8% | +$7.25K | 0.17% | 78 |
|
|
2024
Q4 | $1.11M | Buy |
3,323
+26
| +0.8% | +$8.69K | 0.22% | 68 |
|
|
2024
Q3 | $891K | Buy |
3,297
+34
| +1% | +$9.18K | 0.15% | 86 |
|
|
2024
Q2 | $839K | Buy |
3,263
+90
| +3% | +$23.1K | 0.15% | 77 |
|
|
2024
Q1 | $938K | Buy |
3,173
+126
| +4% | +$37.3K | 0.18% | 74 |
|
|
2023
Q4 | $802K | Sell |
3,047
-221
| -7% | -$58.2K | 0.19% | 78 |
|
|
2023
Q3 | $663K | Sell |
3,268
-157
| -5% | -$31.8K | 0.13% | 114 |
|
|
2023
Q2 | $724K | Buy |
3,425
+57
| +2% | +$12K | 0.17% | 85 |
|
|
2023
Q1 | $673K | Buy |
+3,368
| New | +$673K | 0.17% | 86 |
|
|
2022
Q3 | – | Sell |
-1,407
| Closed | -$232K | – | 205 |
|
|
2022
Q2 | $232K | Buy |
+1,407
| New | +$232K | 0.06% | 189 |
|
|
2022
Q1 | – | Sell |
-1,434
| Closed | -$364K | – | 217 |
|
|
2021
Q4 | $364K | Buy |
1,434
+61
| +4% | +$15.5K | 0.09% | 162 |
|
|
2021
Q3 | $372K | Sell |
1,373
-1,427
| -51% | -$387K | 0.1% | 140 |
|
|
2021
Q2 | $684K | Sell |
2,800
-2,025
| -42% | -$495K | 0.18% | 97 |
|
|
2021
Q1 | $1.02M | Buy |
4,825
+639
| +15% | +$135K | 0.13% | 115 |
|
|
2020
Q4 | $931K | Buy |
4,186
+779
| +23% | +$173K | 0.29% | 77 |
|
|
2020
Q3 | $856K | Buy |
3,407
+189
| +6% | +$47.5K | 0.3% | 75 |
|
|
2020
Q2 | $603K | Sell |
3,218
-881
| -21% | -$165K | 0.23% | 79 |
|
|
2020
Q1 | $590K | Buy |
+4,099
| New | +$590K | 0.25% | 73 |
|