Chesley Taft & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
48,178
-739
| -2% | -$202K | 0.59% | 48 |
|
|
2025
Q1 | $13.1M | Buy |
48,917
+1,284
| +3% | +$345K | 0.63% | 47 |
|
|
2024
Q4 | $15.9M | Buy |
47,633
+206
| +0.4% | +$68.9K | 0.74% | 40 |
|
|
2024
Q3 | $13M | Sell |
47,427
-336
| -0.7% | -$92K | 0.62% | 47 |
|
|
2024
Q2 | $12.3M | Sell |
47,763
-716
| -1% | -$184K | 0.62% | 45 |
|
|
2024
Q1 | $14.6M | Sell |
48,479
-1,037
| -2% | -$312K | 0.75% | 41 |
|
|
2023
Q4 | $13M | Sell |
49,516
-373
| -0.7% | -$98.2K | 0.73% | 40 |
|
|
2023
Q3 | $10.1M | Sell |
49,889
-393
| -0.8% | -$79.7K | 0.66% | 43 |
|
|
2023
Q2 | $10.6M | Buy |
50,282
+207
| +0.4% | +$43.7K | 0.65% | 45 |
|
|
2023
Q1 | $10M | Buy |
50,075
+162
| +0.3% | +$32.4K | 0.66% | 43 |
|
|
2022
Q4 | $6.62M | Sell |
49,913
-555
| -1% | -$73.6K | 0.46% | 60 |
|
|
2022
Q3 | $7.26M | Buy |
50,468
+456
| +0.9% | +$65.6K | 0.53% | 52 |
|
|
2022
Q2 | $8.25M | Sell |
50,012
-188
| -0.4% | -$31K | 0.56% | 49 |
|
|
2022
Q1 | $9.78M | Sell |
50,200
-1,100
| -2% | -$214K | 0.57% | 52 |
|
|
2021
Q4 | $13M | Buy |
51,300
+1,462
| +3% | +$372K | 0.67% | 42 |
|
|
2021
Q3 | $13.5M | Buy |
49,838
+150
| +0.3% | +$40.7K | 0.77% | 37 |
|
|
2021
Q2 | $12.1M | Sell |
49,688
-190
| -0.4% | -$46.4K | 0.7% | 40 |
|
|
2021
Q1 | $11M | Sell |
49,878
-185
| -0.4% | -$40.8K | 0.66% | 47 |
|
|
2020
Q4 | $11.1M | Sell |
50,063
-746
| -1% | -$166K | 0.71% | 41 |
|
|
2020
Q3 | $12.8M | Sell |
50,809
-4,360
| -8% | -$1.1M | 0.91% | 30 |
|
|
2020
Q2 | $10.3M | Buy |
55,169
+804
| +1% | +$151K | 0.79% | 37 |
|
|
2020
Q1 | $7.83M | Sell |
54,365
-484
| -0.9% | -$69.7K | 0.71% | 40 |
|
|
2019
Q4 | $8.92M | Sell |
54,849
-3,333
| -6% | -$542K | 0.64% | 45 |
|
|
2019
Q3 | $8.64M | Sell |
58,182
-57
| -0.1% | -$8.46K | 0.67% | 44 |
|
|
2019
Q2 | $8.84M | Buy |
58,239
+25
| +0% | +$3.79K | 0.69% | 44 |
|
|
2019
Q1 | $9.22M | Sell |
58,214
-5,139
| -8% | -$814K | 0.77% | 43 |
|
|
2018
Q4 | $8.68M | Sell |
63,353
-1,575
| -2% | -$216K | 0.84% | 41 |
|
|
2018
Q3 | $10.3M | Buy |
64,928
+329
| +0.5% | +$52.3K | 0.82% | 45 |
|
|
2018
Q2 | $8.81M | Buy |
64,599
+48
| +0.1% | +$6.55K | 0.76% | 43 |
|
|
2018
Q1 | $7.51M | Sell |
64,551
-6,023
| -9% | -$700K | 0.67% | 50 |
|
|
2017
Q4 | $7.22M | Sell |
70,574
-1,052
| -1% | -$108K | 0.61% | 55 |
|
|
2017
Q3 | $6.69M | Buy |
71,626
+497
| +0.7% | +$46.4K | 0.58% | 59 |
|
|
2017
Q2 | $6.16M | Buy |
71,129
+1,950
| +3% | +$169K | 0.56% | 60 |
|
|
2017
Q1 | $5.71M | Sell |
69,179
-580
| -0.8% | -$47.8K | 0.54% | 61 |
|
|
2016
Q4 | $4.78M | Buy |
69,759
+890
| +1% | +$60.9K | 0.47% | 63 |
|
|
2016
Q3 | $4.91M | Buy |
68,869
+1,920
| +3% | +$137K | 0.49% | 60 |
|
|
2016
Q2 | $5.32M | Buy |
66,949
+1,125
| +2% | +$89.3K | 0.55% | 59 |
|
|
2016
Q1 | $4.86M | Buy |
65,824
+20,810
| +46% | +$1.54M | 0.51% | 61 |
|
|
2015
Q4 | $3.53M | Sell |
45,014
-3,685
| -8% | -$289K | 0.37% | 80 |
|
|
2015
Q3 | $3.38M | Buy |
48,699
+795
| +2% | +$55.2K | 0.37% | 75 |
|
|
2015
Q2 | $3.34M | Sell |
47,904
-205
| -0.4% | -$14.3K | 0.34% | 84 |
|
|
2015
Q1 | $3.21M | Buy |
48,109
+200
| +0.4% | +$13.4K | 0.33% | 85 |
|
|
2014
Q4 | $2.84M | Buy |
47,909
+600
| +1% | +$35.6K | 0.29% | 92 |
|
|
2014
Q3 | $2.72M | Sell |
47,309
-910
| -2% | -$52.4K | 0.28% | 93 |
|
|
2014
Q2 | $2.8M | Buy |
48,219
+695
| +1% | +$40.4K | 0.29% | 95 |
|
|
2014
Q1 | $2.71M | Buy |
47,524
+5,996
| +14% | +$342K | 0.29% | 94 |
|
|
2013
Q4 | $2.29M | Buy |
41,528
+540
| +1% | +$29.8K | 0.23% | 113 |
|
|
2013
Q3 | $2.13M | Buy |
40,988
+1,300
| +3% | +$67.5K | 0.23% | 110 |
|
|
2013
Q2 | $1.52M | Buy |
+39,688
| New | +$1.52M | 0.18% | 120 |
|