Spirepoint Private Client’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2025
Q1
$333K Buy
2024
Q4
$402K Buy
2024
Q3
$327K Sell
2024
Q2
$373K Buy
2024
Q1
$345K Buy