PG
Prostatis Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
3,641
-796
| -18% | -$217K | 0.28% | 72 |
|
|
2025
Q1 | $1.19M | Buy |
4,437
+292
| +7% | +$78.4K | 0.38% | 59 |
|
|
2024
Q4 | $1.39M | Sell |
4,145
-20
| -0.5% | -$6.69K | 0.4% | 60 |
|
|
2024
Q3 | $1.14M | Buy |
4,165
+340
| +9% | +$93.1K | 0.37% | 63 |
|
|
2024
Q2 | $1M | Buy |
+3,825
| New | +$1M | 0.35% | 65 |
|
|
2023
Q3 | – | Sell |
-12,901
| Closed | -$15.8K | – | 130 |
|
|
2023
Q2 | $15.8K | Buy |
+12,901
| New | +$15.8K | 0.01% | 238 |
|