Spinnaker Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Buy |
24,656
+168
| +0.7% | +$45.8K | 0.4% | 58 |
|
|
2025
Q1 | $6.57M | Sell |
24,488
-234
| -0.9% | -$62.8K | 0.43% | 56 |
|
|
2024
Q4 | $8.27M | Buy |
24,722
+41
| +0.2% | +$13.7K | 0.52% | 43 |
|
|
2024
Q3 | $6.76M | Sell |
24,681
-874
| -3% | -$239K | 0.42% | 58 |
|
|
2024
Q2 | $6.57M | Buy |
25,555
+277
| +1% | +$71.2K | 0.42% | 59 |
|
|
2024
Q1 | $7.61M | Sell |
25,278
-4,429
| -15% | -$1.33M | 0.49% | 51 |
|
|
2023
Q4 | $7.82M | Buy |
29,707
+1,054
| +4% | +$277K | 0.53% | 42 |
|
|
2023
Q3 | $5.81M | Sell |
28,653
-2,369
| -8% | -$480K | 0.44% | 60 |
|
|
2023
Q2 | $6.55M | Sell |
31,022
-59
| -0.2% | -$12.5K | 0.48% | 53 |
|
|
2023
Q1 | $6.21M | Buy |
31,081
+6,964
| +29% | +$1.39M | 0.47% | 55 |
|
|
2022
Q4 | $3.2M | Buy |
24,117
+22,132
| +1,115% | +$2.93M | 0.25% | 84 |
|
|
2022
Q3 | $286K | Sell |
1,985
-21,617
| -92% | -$3.11M | 0.02% | 224 |
|
|
2022
Q2 | $3.9M | Sell |
23,602
-275
| -1% | -$45.4K | 0.3% | 79 |
|
|
2022
Q1 | $5.07M | Buy |
23,877
+6,337
| +36% | +$1.35M | 0.34% | 68 |
|
|
2021
Q4 | $4.46M | Sell |
17,540
-1,585
| -8% | -$403K | 0.29% | 75 |
|
|
2021
Q3 | $5.19M | Buy |
19,125
+541
| +3% | +$147K | 0.36% | 64 |
|
|
2021
Q2 | $4.54M | Buy |
18,584
+642
| +4% | +$157K | 0.32% | 68 |
|
|
2021
Q1 | $3.8M | Buy |
17,942
+1,160
| +7% | +$246K | 0.29% | 70 |
|
|
2020
Q4 | $3.73M | Buy |
+16,782
| New | +$3.73M | 0.3% | 71 |
|