Caldwell Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
18,047
-166
|
|
||||
|
2025
Q1 | $4.89M | Buy |
18,213
+303
|
|
||||
|
2024
Q4 | $5.99M | Buy |
17,910
+69
|
|
||||
|
2024
Q3 | $4.88M | Sell |
17,841
-511
|
|
||||
|
2024
Q2 | $4.72M | Sell |
18,352
-981
|
|
||||
|
2024
Q1 | $5.82M | Buy |
19,333
+640
|
|
||||
|
2023
Q4 | $4.92M | Sell |
18,693
-151
|
|
||||
|
2023
Q3 | $3.82M | Sell |
18,844
-673
|
|
||||
|
2023
Q2 | $4.12M | Sell |
19,517
-1,033
|
|
||||
|
2023
Q1 | $4.11M | Sell |
20,550
-1,403
|
|
||||
|
2022
Q4 | $2.91M | Sell |
21,953
-1,302
|
|
||||
|
2022
Q3 | $3.34M | Sell |
23,255
-241
|
|
||||
|
2022
Q2 | $3.88M | Sell |
23,496
-131
|
|
||||
|
2022
Q1 | $5.02M | Buy |
23,627
+302
|
|
||||
|
2021
Q4 | $5.93M | Buy |
23,325
+574
|
|
||||
|
2021
Q3 | $6.17M | Buy |
22,751
+1,269
|
|
||||
|
2021
Q2 | $5.25M | Sell |
21,482
-403
|
|
||||
|
2021
Q1 | $4.64M | Buy |
21,885
+965
|
|
||||
|
2020
Q4 | $4.66M | Buy |
20,920
+35
|
|
||||
|
2020
Q3 | $5.25M | Sell |
20,885
-941
|
|
||||
|
2020
Q2 | $4.09M | Sell |
21,826
-139
|
|
||||
|
2020
Q1 | $3.16M | Buy |
21,965
+762
|
|
||||
|
2019
Q4 | $3.45M | Buy |
+21,203
|
|