Boston Trust Walden’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
3,086
+1,030
| +50% | +$281K | 0.01% | 285 |
|
|
2025
Q1 | $552K | Hold |
2,056
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $687K | Buy |
2,056
+17
| +0.8% | +$5.68K | ﹤0.01% | 301 |
|
|
2024
Q3 | $558K | Hold |
2,039
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $524K | Sell |
2,039
-24
| -1% | -$6.17K | ﹤0.01% | 315 |
|
|
2024
Q1 | $621K | Hold |
2,063
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $543K | Sell |
2,063
-239
| -10% | -$62.9K | ﹤0.01% | 311 |
|
|
2023
Q3 | $467K | Hold |
2,302
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $486K | Sell |
2,302
-109
| -5% | -$23K | ﹤0.01% | 316 |
|
|
2023
Q1 | $482K | Sell |
2,411
-532
| -18% | -$106K | ﹤0.01% | 314 |
|
|
2022
Q4 | $390K | Buy |
2,943
+532
| +22% | +$70.5K | ﹤0.01% | 324 |
|
|
2022
Q3 | $347K | Buy |
2,411
+160
| +7% | +$23K | ﹤0.01% | 319 |
|
|
2022
Q2 | $372K | Buy |
2,251
+534
| +31% | +$88.2K | ﹤0.01% | 323 |
|
|
2022
Q1 | $365K | Hold |
1,717
| – | – | ﹤0.01% | 334 |
|
|
2021
Q4 | $436K | Buy |
1,717
+280
| +19% | +$71.1K | ﹤0.01% | 338 |
|
|
2021
Q3 | $390K | Hold |
1,437
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $351K | Hold |
1,437
| – | – | ﹤0.01% | 347 |
|
|
2021
Q1 | $304K | Hold |
1,437
| – | – | ﹤0.01% | 344 |
|
|
2020
Q4 | $320K | Buy |
1,437
+100
| +7% | +$22.3K | ﹤0.01% | 343 |
|
|
2020
Q3 | $336K | Sell |
1,337
-82
| -6% | -$20.6K | ﹤0.01% | 338 |
|
|
2020
Q2 | $266K | Hold |
1,419
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $204K | Sell |
1,419
-138
| -9% | -$19.8K | ﹤0.01% | 344 |
|
|
2019
Q4 | $253K | Buy |
+1,557
| New | +$253K | ﹤0.01% | 364 |
|
|
2019
Q3 | – | Sell |
-1,337
| Closed | -$203K | – | 379 |
|
|
2019
Q2 | $203K | Buy |
1,337
+24
| +2% | +$3.64K | ﹤0.01% | 375 |
|
|
2019
Q1 | $208K | Buy |
+1,313
| New | +$208K | ﹤0.01% | 375 |
|
|
2018
Q4 | – | Sell |
-1,313
| Closed | -$209K | – | 377 |
|
|
2018
Q3 | $209K | Buy |
+1,313
| New | +$209K | ﹤0.01% | 374 |
|