Chemung Canal Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Hold |
2,577
| – | – | 0.15% | 79 |
|
|
2025
Q1 | $692K | Sell |
2,577
-118
| -4% | -$31.7K | 0.15% | 86 |
|
|
2024
Q4 | $901K | Sell |
2,695
-227
| -8% | -$75.9K | 0.19% | 82 |
|
|
2024
Q3 | $800K | Sell |
2,922
-413
| -12% | -$113K | 0.16% | 81 |
|
|
2024
Q2 | $857K | Sell |
3,335
-15,671
| -82% | -$4.03M | 0.17% | 81 |
|
|
2024
Q1 | $5.72M | Sell |
19,006
-322
| -2% | -$97K | 1.11% | 32 |
|
|
2023
Q4 | $5.09M | Sell |
19,328
-469
| -2% | -$123K | 1.05% | 33 |
|
|
2023
Q3 | $4.01M | Buy |
19,797
+1,788
| +10% | +$363K | 0.92% | 34 |
|
|
2023
Q2 | $3.8M | Buy |
18,009
+16,123
| +855% | +$3.41M | 0.82% | 39 |
|
|
2023
Q1 | $377K | Sell |
1,886
-475
| -20% | -$94.9K | 0.09% | 100 |
|
|
2022
Q4 | $313K | Sell |
2,361
-189
| -7% | -$25.1K | 0.07% | 110 |
|
|
2022
Q3 | $366K | Sell |
2,550
-518
| -17% | -$74.3K | 0.09% | 100 |
|
|
2022
Q2 | $506K | Sell |
3,068
-610
| -17% | -$101K | 0.12% | 90 |
|
|
2022
Q1 | $781K | Sell |
3,678
-131
| -3% | -$27.8K | 0.15% | 81 |
|
|
2021
Q4 | $968K | Sell |
3,809
-36
| -0.9% | -$9.15K | 0.17% | 80 |
|
|
2021
Q3 | $1.04M | Sell |
3,845
-217
| -5% | -$58.9K | 0.2% | 79 |
|
|
2021
Q2 | $993K | Sell |
4,062
-20,281
| -83% | -$4.96M | 0.19% | 83 |
|
|
2021
Q1 | $5.16M | Sell |
24,343
-7,597
| -24% | -$1.61M | 1.03% | 39 |
|
|
2020
Q4 | $7.11M | Buy |
31,940
+3,663
| +13% | +$815K | 1.49% | 25 |
|
|
2020
Q3 | $7.11M | Buy |
28,277
+2,420
| +9% | +$608K | 1.7% | 17 |
|
|
2020
Q2 | $4.84M | Buy |
25,857
+17,378
| +205% | +$3.26M | 1.27% | 24 |
|
|
2020
Q1 | $1.22M | Sell |
8,479
-1,789
| -17% | -$258K | 0.37% | 59 |
|
|
2019
Q4 | $1.67M | Buy |
10,268
+2,436
| +31% | +$396K | 0.38% | 70 |
|
|
2019
Q3 | $1.16M | Sell |
7,832
-36,246
| -82% | -$5.38M | 0.28% | 69 |
|
|
2019
Q2 | $6.69M | Buy |
44,078
+505
| +1% | +$76.6K | 1.55% | 23 |
|
|
2019
Q1 | $6.9M | Buy |
43,573
+10,804
| +33% | +$1.71M | 1.64% | 23 |
|
|
2018
Q4 | $4.49M | Sell |
32,769
-10,010
| -23% | -$1.37M | 1.29% | 34 |
|
|
2018
Q3 | $6.8M | Buy |
42,779
+3,890
| +10% | +$619K | 1.51% | 25 |
|
|
2018
Q2 | $5.3M | Buy |
38,889
+2,030
| +6% | +$277K | 1.28% | 31 |
|
|
2018
Q1 | $4.29M | Buy |
36,859
+8,537
| +30% | +$993K | 1.02% | 35 |
|
|
2017
Q4 | $2.9M | Buy |
+28,322
| New | +$2.9M | 0.63% | 54 |
|