Chevy Chase 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 | $139M | Buy |
508,745
+4,835
| +1% | +$1.32M | 0.4% | 41 |
|
|
2025
Q1 | $135M | Buy |
503,910
+41
| +0% | +$11K | 0.43% | 40 |
|
|
2024
Q4 | $168M | Sell |
503,869
-17,974
| -3% | -$6.01M | 0.51% | 32 |
|
|
2024
Q3 | $143M | Sell |
521,843
-10,277
| -2% | -$2.81M | 0.44% | 42 |
|
|
2024
Q2 | $137M | Sell |
532,120
-5,863
| -1% | -$1.51M | 0.44% | 43 |
|
|
2024
Q1 | $162M | Sell |
537,983
-7,321
| -1% | -$2.2M | 0.53% | 33 |
|
|
2023
Q4 | $143M | Sell |
545,304
-3,910
| -0.7% | -$1.03M | 0.51% | 35 |
|
|
2023
Q3 | $111M | Sell |
549,214
-15,610
| -3% | -$3.17M | 0.44% | 46 |
|
|
2023
Q2 | $119M | Sell |
564,824
-18,327
| -3% | -$3.87M | 0.45% | 45 |
|
|
2023
Q1 | $117M | Buy |
583,151
+5,994
| +1% | +$1.2M | 0.46% | 48 |
|
|
2022
Q4 | $76.5M | Sell |
577,157
-32,401
| -5% | -$4.3M | 0.33% | 70 |
|
|
2022
Q3 | $87.7M | Buy |
609,558
+6,940
| +1% | +$998K | 0.37% | 56 |
|
|
2022
Q2 | $99.5M | Buy |
602,618
+7,627
| +1% | +$1.26M | 0.41% | 51 |
|
|
2022
Q1 | $126M | Buy |
594,991
+5,393
| +0.9% | +$1.15M | 0.44% | 50 |
|
|
2021
Q4 | $150M | Sell |
589,598
-9,340
| -2% | -$2.37M | 0.48% | 39 |
|
|
2021
Q3 | $162M | Buy |
598,938
+6,349
| +1% | +$1.72M | 0.57% | 31 |
|
|
2021
Q2 | $145M | Sell |
592,589
-25,852
| -4% | -$6.31M | 0.49% | 36 |
|
|
2021
Q1 | $131M | Sell |
618,441
-43,022
| -7% | -$9.12M | 0.47% | 43 |
|
|
2020
Q4 | $147M | Sell |
661,463
-15,907
| -2% | -$3.54M | 0.52% | 38 |
|
|
2020
Q3 | $170M | Sell |
677,370
-49,785
| -7% | -$12.5M | 0.67% | 25 |
|
|
2020
Q2 | $136M | Sell |
727,155
-28,869
| -4% | -$5.41M | 0.55% | 38 |
|
|
2020
Q1 | $109M | Buy |
756,024
+12,323
| +2% | +$1.77M | 0.51% | 44 |
|
|
2019
Q4 | $121M | Buy |
743,701
+8,703
| +1% | +$1.42M | 0.46% | 49 |
|
|
2019
Q3 | $109M | Buy |
734,998
+83,910
| +13% | +$12.5M | 0.45% | 49 |
|
|
2019
Q2 | $98.8M | Buy |
651,088
+9,249
| +1% | +$1.4M | 0.41% | 60 |
|
|
2019
Q1 | $106M | Buy |
641,839
+8,561
| +1% | +$1.41M | 0.44% | 52 |
|
|
2018
Q4 | $86.7M | Buy |
633,278
+8,401
| +1% | +$1.15M | 0.42% | 56 |
|
|
2018
Q3 | $99.4M | Buy |
624,877
+27,049
| +5% | +$4.3M | 0.41% | 59 |
|
|
2018
Q2 | $81.5M | Buy |
597,828
+14,482
| +2% | +$1.98M | 0.35% | 71 |
|
|
2018
Q1 | $67.8M | Sell |
583,346
-12,437
| -2% | -$1.45M | 0.3% | 83 |
|
|
2017
Q4 | $60.9M | Sell |
595,783
-1,155
| -0.2% | -$118K | 0.26% | 95 |
|
|
2017
Q3 | $55.8M | Buy |
596,938
+19,124
| +3% | +$1.79M | 0.25% | 101 |
|
|
2017
Q2 | $50M | Buy |
577,814
+11,335
| +2% | +$982K | 0.24% | 104 |
|
|
2017
Q1 | $46.7M | Buy |
566,479
+32,041
| +6% | +$2.64M | 0.23% | 108 |
|
|
2016
Q4 | $36.6M | Sell |
534,438
-4,046
| -0.8% | -$277K | 0.19% | 130 |
|
|
2016
Q3 | $38.4M | Sell |
538,484
-6,741
| -1% | -$481K | 0.21% | 120 |
|
|
2016
Q2 | $43.3M | Buy |
545,225
+11,971
| +2% | +$951K | 0.24% | 98 |
|
|
2016
Q1 | $39.4M | Buy |
533,254
+16,839
| +3% | +$1.24M | 0.23% | 111 |
|
|
2015
Q4 | $40.5M | Buy |
516,415
+6,324
| +1% | +$496K | 0.24% | 102 |
|
|
2015
Q3 | $35.4M | Buy |
510,091
+26,628
| +6% | +$1.85M | 0.22% | 111 |
|
|
2015
Q2 | $33.7M | Buy |
483,463
+9,779
| +2% | +$681K | 0.2% | 127 |
|
|
2015
Q1 | $31.6M | Buy |
473,684
+24,325
| +5% | +$1.63M | 0.19% | 131 |
|
|
2014
Q4 | $26.7M | Buy |
449,359
+5,415
| +1% | +$321K | 0.17% | 152 |
|
|
2014
Q3 | $25.5M | Buy |
443,944
+40,255
| +10% | +$2.32M | 0.17% | 154 |
|
|
2014
Q2 | $23.4M | Sell |
403,689
-6,047
| -1% | -$351K | 0.16% | 159 |
|
|
2014
Q1 | $23.4M | Buy |
409,736
+5,041
| +1% | +$288K | 0.17% | 154 |
|
|
2013
Q4 | $22.3M | Buy |
404,695
+10,004
| +3% | +$552K | 0.16% | 156 |
|
|
2013
Q3 | $20.5M | Buy |
394,691
+13,280
| +3% | +$689K | 0.17% | 149 |
|
|
2013
Q2 | $14.6M | Buy |
+381,411
| New | +$14.6M | 0.13% | 183 |
|