CH
Canton Hathaway’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
1,588
| – | – | 0.09% | 102 |
|
|
2025
Q1 | $426K | Hold |
1,588
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $531K | Hold |
1,588
| – | – | 0.13% | 63 |
|
|
2024
Q3 | $435K | Buy |
1,588
+500
| +46% | +$137K | 0.11% | 66 |
|
|
2024
Q2 | $280K | Hold |
1,088
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $328K | Sell |
1,088
-400
| -27% | -$121K | 0.09% | 78 |
|
|
2023
Q4 | $392K | Hold |
1,488
| – | – | 0.12% | 61 |
|
|
2023
Q3 | $302K | Sell |
1,488
-10
| -0.7% | -$2.03K | 0.1% | 68 |
|
|
2023
Q2 | $316K | Sell |
1,498
-15
| -1% | -$3.16K | 0.1% | 72 |
|
|
2023
Q1 | $302K | Hold |
1,513
| – | – | 0.1% | 69 |
|
|
2022
Q4 | $201K | Hold |
1,513
| – | – | 0.07% | 95 |
|
|
2022
Q3 | $218K | Sell |
1,513
-25
| -2% | -$3.6K | 0.08% | 91 |
|
|
2022
Q2 | $254K | Buy |
1,538
+100
| +7% | +$16.5K | 0.09% | 89 |
|
|
2022
Q1 | $305K | Sell |
1,438
-4,426
| -75% | -$939K | 0.09% | 91 |
|
|
2021
Q4 | $1.49M | Buy |
5,864
+4,390
| +298% | +$1.12M | 0.4% | 44 |
|
|
2021
Q3 | $400K | Buy |
1,474
+1,298
| +738% | +$352K | 0.12% | 88 |
|
|
2021
Q2 | $43K | Hold |
176
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $37K | Hold |
176
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $39K | Buy |
+176
| New | +$39K | 0.01% | 179 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$195K | – | 149 |
|
|
2019
Q4 | $195K | Hold |
1,200
| – | – | 0.1% | 80 |
|
|
2019
Q3 | $178K | Buy |
1,200
+200
| +20% | +$29.7K | 0.1% | 84 |
|
|
2019
Q2 | $152K | Hold |
1,000
| – | – | 0.09% | 93 |
|
|
2019
Q1 | $158K | Buy |
+1,000
| New | +$158K | 0.09% | 86 |
|