Cabot Wealth Management’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 | $3.03M | Buy |
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|
2025
Q1 | $2.95M | Buy |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $3.01M | Sell |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $5.19M | Sell |
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|
2023
Q4 | $4.6M | Sell |
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|
2023
Q3 | $3.63M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $3.64M | Buy |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $4.43M | Buy |
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|
2021
Q2 | $3.92M | Sell |
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|
2021
Q1 | $3.44M | Buy |
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|
2020
Q4 | $3.53M | Sell |
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|
2020
Q3 | $4M | Hold |
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|
2020
Q2 | $2.98M | Sell |
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|
2020
Q1 | $2.41M | Sell |
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|
2019
Q4 | $2.81M | Sell |
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|
2019
Q3 | $3.43M | Sell |
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|
2019
Q2 | $3.53M | Sell |
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|
2019
Q1 | $3.97M | Sell |
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|
2018
Q4 | $3.47M | Sell |
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|
2018
Q3 | $4.09M | Sell |
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|
2018
Q2 | $3.51M | Sell |
|
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|
2018
Q1 | $2.99M | Sell |
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|
2017
Q4 | $2.67M | Sell |
|
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|
2017
Q3 | $2.53M | Sell |
|
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|
2017
Q2 | $2.38M | Sell |
|
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|
2017
Q1 | $4.57M | Sell |
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|
2016
Q4 | $3.88M | Sell |
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|
2016
Q3 | $4.48M | Buy |
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|
2016
Q2 | $3.07M | Sell |
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|
2016
Q1 | $2.9M | Sell |
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|
2015
Q4 | $4.77M | Sell |
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|
2015
Q3 | $5.51M | Sell |
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|
2015
Q2 | $5.64M | Sell |
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|
2015
Q1 | $5.47M | Buy |
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|
2014
Q4 | $4.79M | Sell |
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|
2014
Q3 | $4.9M | Buy |
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|
2014
Q2 | $4.94M | Buy |
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|
2014
Q1 | $3.52M | Sell |
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|
2013
Q4 | $4.68M | Buy |
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|
2013
Q3 | $4.4M | Sell |
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|
2013
Q2 | $3.31M | Buy |
|