Spinnaker Trust’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 | $5.85M | Buy |
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|
2025
Q2 | $6.72M | Buy |
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|
2025
Q1 | $6.57M | Sell |
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|
2024
Q4 | $8.27M | Buy |
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|
2024
Q3 | $6.76M | Sell |
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|
2024
Q2 | $6.57M | Buy |
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|
2024
Q1 | $7.61M | Sell |
|
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|
2023
Q4 | $7.82M | Buy |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.55M | Sell |
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|
2023
Q1 | $6.21M | Buy |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $5.07M | Buy |
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $5.19M | Buy |
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|
2021
Q2 | $4.54M | Buy |
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|
2021
Q1 | $3.8M | Buy |
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|
2020
Q4 | $3.73M | Buy |
|