Shorepoint Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.58M | Buy |
9,622
+957
| +11% | +$257K | 0.58% | 63 |
|
|
2024
Q4 | $2.9M | Buy |
8,665
+261
| +3% | +$87.3K | 0.66% | 57 |
|
|
2024
Q3 | $2.3M | Buy |
8,404
+1,063
| +14% | +$291K | 0.52% | 67 |
|
|
2024
Q2 | $1.89M | Buy |
7,341
+1,270
| +21% | +$327K | 0.44% | 70 |
|
|
2024
Q1 | $1.83M | Sell |
6,071
-215
| -3% | -$64.8K | 0.45% | 68 |
|
|
2023
Q4 | $1.65M | Buy |
6,286
+223
| +4% | +$58.7K | 0.44% | 68 |
|
|
2023
Q3 | $1.23M | Buy |
6,063
+482
| +9% | +$97.7K | 0.36% | 72 |
|
|
2023
Q2 | $1.18M | Buy |
5,581
+377
| +7% | +$79.6K | 0.33% | 76 |
|
|
2023
Q1 | $1.04M | Sell |
5,204
-21
| -0.4% | -$4.2K | 0.3% | 81 |
|
|
2022
Q4 | $693K | Buy |
5,225
+139
| +3% | +$18.4K | 0.19% | 100 |
|
|
2022
Q3 | $732K | Buy |
5,086
+121
| +2% | +$17.4K | 0.35% | 65 |
|
|
2022
Q2 | $819K | Sell |
4,965
-238
| -5% | -$39.3K | 0.35% | 70 |
|
|
2022
Q1 | $1.11M | Buy |
5,203
+953
| +22% | +$202K | 0.46% | 58 |
|
|
2021
Q4 | $1.08M | Buy |
4,250
+103
| +2% | +$26.2K | 0.44% | 59 |
|
|
2021
Q3 | $1.13M | Buy |
+4,147
| New | +$1.13M | 0.51% | 58 |
|
|
2021
Q1 | $754K | Buy |
3,560
+1,482
| +71% | +$314K | 0.4% | 64 |
|
|
2020
Q4 | $462K | Buy |
+2,078
| New | +$462K | 0.26% | 66 |
|