Shorepoint Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.49M | Buy |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $2.9M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.04M | Sell |
|
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $819K | Sell |
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|
2022
Q1 | $1.1M | Buy |
|
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $462K | Buy |
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