Charter Research & Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
7,862
-190
| -2% | -$51.8K | 1.6% | 19 |
|
|
2025
Q1 | $2.16M | Hold |
8,052
| – | – | 1.65% | 18 |
|
|
2024
Q4 | $2.69M | Sell |
8,052
-50
| -0.6% | -$16.7K | 2.05% | 15 |
|
|
2024
Q3 | $2.22M | Sell |
8,102
-5
| -0.1% | -$1.37K | 1.64% | 18 |
|
|
2024
Q2 | $2.08M | Buy |
8,107
+1,175
| +17% | +$302K | 1.64% | 19 |
|
|
2024
Q1 | $2.09M | Sell |
6,932
-40
| -0.6% | -$12K | 1.66% | 22 |
|
|
2023
Q4 | $1.83M | Hold |
6,972
| – | – | 1.52% | 20 |
|
|
2023
Q3 | $1.41M | Sell |
6,972
-325
| -4% | -$65.9K | 1.27% | 25 |
|
|
2023
Q2 | $1.54M | Sell |
7,297
-315
| -4% | -$66.5K | 1.28% | 24 |
|
|
2023
Q1 | $1.52M | Sell |
7,612
-20
| -0.3% | -$4K | 1.33% | 24 |
|
|
2022
Q4 | $1.01M | Sell |
7,632
-270
| -3% | -$35.8K | 0.97% | 30 |
|
|
2022
Q3 | $1.14M | Sell |
7,902
-310
| -4% | -$44.6K | 1.15% | 27 |
|
|
2022
Q2 | $1.36M | Buy |
8,212
+935
| +13% | +$154K | 1.23% | 27 |
|
|
2022
Q1 | $1.55M | Hold |
7,277
| – | – | 1.25% | 27 |
|
|
2021
Q4 | $1.85M | Hold |
7,277
| – | – | 1.46% | 24 |
|
|
2021
Q3 | $1.97M | Buy |
7,277
+310
| +4% | +$84.1K | 1.64% | 22 |
|
|
2021
Q2 | $1.7M | Buy |
6,967
+215
| +3% | +$52.5K | 1.41% | 26 |
|
|
2021
Q1 | $1.43M | Buy |
6,752
+315
| +5% | +$66.8K | 1.25% | 29 |
|
|
2020
Q4 | $1.43M | Buy |
6,437
+70
| +1% | +$15.6K | 1.38% | 25 |
|
|
2020
Q3 | $1.6M | Sell |
6,367
-1,951
| -23% | -$490K | 1.75% | 21 |
|
|
2020
Q2 | $1.56M | Hold |
8,318
| – | – | 1.8% | 21 |
|
|
2020
Q1 | $1.2M | Buy |
8,318
+340
| +4% | +$49K | 1.58% | 23 |
|
|
2019
Q4 | $1.3M | Hold |
7,978
| – | – | 1.32% | 26 |
|
|
2019
Q3 | $1.18M | Buy |
7,978
+1,378
| +21% | +$205K | 1.28% | 29 |
|
|
2019
Q2 | $1M | Buy |
+6,600
| New | +$1M | 1.11% | 35 |
|