Adirondack Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
1,428
-4
| -0.3% | -$1.09K | 0.14% | 103 |
|
|
2025
Q1 | $384K | Hold |
1,432
| – | – | 0.15% | 103 |
|
|
2024
Q4 | $479K | Hold |
1,432
| – | – | 0.18% | 96 |
|
|
2024
Q3 | $392K | Buy |
1,432
+91
| +7% | +$24.9K | 0.15% | 105 |
|
|
2024
Q2 | $345K | Sell |
1,341
-9
| -0.7% | -$2.31K | 0.14% | 110 |
|
|
2024
Q1 | $407K | Sell |
1,350
-54
| -4% | -$16.3K | 0.17% | 101 |
|
|
2023
Q4 | $434K | Sell |
1,404
-37
| -3% | -$11.4K | 0.19% | 92 |
|
|
2023
Q3 | $292K | Hold |
1,441
| – | – | 0.15% | 109 |
|
|
2023
Q2 | $324K | Buy |
1,441
+46
| +3% | +$10.4K | 0.15% | 112 |
|
|
2023
Q1 | $279K | Buy |
1,395
+16
| +1% | +$3.2K | 0.14% | 113 |
|
|
2022
Q4 | $183K | Buy |
1,379
+17
| +1% | +$2.25K | 0.09% | 135 |
|
|
2022
Q3 | $196K | Buy |
1,362
+42
| +3% | +$6.04K | 0.11% | 126 |
|
|
2022
Q2 | $218K | Buy |
1,320
+187
| +17% | +$30.9K | 0.12% | 115 |
|
|
2022
Q1 | $241K | Buy |
1,133
+175
| +18% | +$37.2K | 0.11% | 114 |
|
|
2021
Q4 | $243K | Buy |
958
+20
| +2% | +$5.07K | 0.12% | 109 |
|
|
2021
Q3 | $281K | Hold |
938
| – | – | 0.13% | 103 |
|
|
2021
Q2 | $229K | Hold |
938
| – | – | 0.12% | 111 |
|
|
2021
Q1 | $199K | Buy |
938
+505
| +117% | +$107K | 0.11% | 113 |
|
|
2020
Q4 | $98K | Buy |
433
+20
| +5% | +$4.53K | 0.06% | 137 |
|
|
2020
Q3 | $104K | Hold |
413
| – | – | 0.07% | 132 |
|
|
2020
Q2 | $80K | Hold |
413
| – | – | 0.05% | 145 |
|
|
2020
Q1 | $59K | Buy |
413
+40
| +11% | +$5.71K | 0.05% | 146 |
|
|
2019
Q4 | $68K | Buy |
373
+40
| +12% | +$7.29K | 0.04% | 161 |
|
|
2019
Q3 | $49K | Buy |
333
+48
| +17% | +$7.06K | 0.03% | 168 |
|
|
2019
Q2 | $43K | Buy |
285
+10
| +4% | +$1.51K | 0.03% | 175 |
|
|
2019
Q1 | $45K | Buy |
275
+10
| +4% | +$1.64K | 0.03% | 165 |
|
|
2018
Q4 | $36K | Sell |
265
-20
| -7% | -$2.72K | 0.03% | 170 |
|
|
2018
Q3 | $45K | Buy |
285
+15
| +6% | +$2.37K | 0.03% | 170 |
|
|
2018
Q2 | $37K | Buy |
270
+15
| +6% | +$2.06K | 0.03% | 171 |
|
|
2018
Q1 | $31K | Buy |
255
+55
| +28% | +$6.69K | 0.02% | 177 |
|
|
2017
Q4 | $20K | Sell |
200
-30
| -13% | -$3K | 0.01% | 202 |
|
|
2017
Q3 | $21K | Hold |
230
| – | – | 0.02% | 196 |
|
|
2017
Q2 | $20K | Sell |
230
-95
| -29% | -$8.26K | 0.02% | 197 |
|
|
2017
Q1 | $27K | Buy |
325
+60
| +23% | +$4.99K | 0.02% | 194 |
|
|
2016
Q4 | $18K | Hold |
265
| – | – | 0.01% | 213 |
|
|
2016
Q3 | $19K | Buy |
265
+205
| +342% | +$14.7K | 0.01% | 206 |
|
|
2016
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 318 |
|
|
2016
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 309 |
|
|
2015
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 299 |
|
|
2015
Q3 | $4K | Sell |
60
-35
| -37% | -$2.33K | ﹤0.01% | 303 |
|
|
2015
Q2 | $7K | Buy |
95
+35
| +58% | +$2.58K | 0.01% | 271 |
|
|
2015
Q1 | $4K | Sell |
60
-180
| -75% | -$12K | ﹤0.01% | 310 |
|
|
2014
Q4 | $14K | Buy |
240
+180
| +300% | +$10.5K | 0.01% | 232 |
|
|
2014
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 313 |
|
|
2014
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 314 |
|
|
2014
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 286 |
|
|
2013
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 274 |
|
|
2013
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 275 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 288 |
|