SPC
Spirepoint Private Client’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
1,185
-55
| -4% | -$15K | 0.04% | 189 |
|
|
2025
Q1 | $333K | Buy |
1,240
+39
| +3% | +$10.5K | 0.04% | 170 |
|
|
2024
Q4 | $402K | Buy |
1,201
+6
| +0.5% | +$2.01K | 0.05% | 157 |
|
|
2024
Q3 | $327K | Sell |
1,195
-255
| -18% | -$69.8K | 0.04% | 167 |
|
|
2024
Q2 | $373K | Buy |
1,450
+306
| +27% | +$78.7K | 0.05% | 155 |
|
|
2024
Q1 | $345K | Buy |
+1,144
| New | +$345K | 0.05% | 154 |
|