Amica Retiree Medical 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 | $868K | Hold |
3,184
| – | – | 1.25% | 20 |
|
|
2025
Q1 | $854K | Sell |
3,184
-773
| -20% | -$207K | 1.3% | 20 |
|
|
2024
Q4 | $1.32M | Sell |
3,957
-346
| -8% | -$116K | 1.25% | 16 |
|
|
2024
Q3 | $1.18M | Buy |
+4,303
| New | +$1.18M | 0.98% | 24 |
|
|
2023
Q3 | $1.46M | Hold |
7,205
| – | – | 1.72% | 14 |
|
|
2023
Q2 | $1.52M | Sell |
7,205
-460
| -6% | -$97.2K | 1.7% | 13 |
|
|
2023
Q1 | $1.53M | Sell |
7,665
-2,330
| -23% | -$465K | 1.62% | 14 |
|
|
2022
Q4 | $1.33M | Buy |
9,995
+1,771
| +22% | +$235K | 1.7% | 14 |
|
|
2022
Q3 | $1.18M | Buy |
8,224
+480
| +6% | +$69K | 1.48% | 15 |
|
|
2022
Q2 | $1.28M | Buy |
7,744
+3,910
| +102% | +$645K | 1.45% | 14 |
|
|
2022
Q1 | $814K | Buy |
+3,834
| New | +$814K | 0.76% | 42 |
|