Chicago 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 | $1.97M | Buy |
7,230
+406
| +6% | +$111K | 0.28% | 79 |
|
|
2025
Q1 | $1.83M | Buy |
6,824
+17
| +0.2% | +$4.56K | 0.32% | 76 |
|
|
2024
Q4 | $2.28M | Sell |
6,807
-233
| -3% | -$77.9K | 0.4% | 61 |
|
|
2024
Q3 | $1.93M | Buy |
7,040
+1,326
| +23% | +$363K | 0.33% | 77 |
|
|
2024
Q2 | $1.47M | Buy |
5,714
+82
| +1% | +$21.1K | 0.3% | 80 |
|
|
2024
Q1 | $1.7M | Buy |
5,632
+261
| +5% | +$78.6K | 0.35% | 75 |
|
|
2023
Q4 | $1.41M | Sell |
5,371
-457
| -8% | -$120K | 0.31% | 77 |
|
|
2023
Q3 | $1.18M | Buy |
5,828
+42
| +0.7% | +$8.52K | 0.3% | 86 |
|
|
2023
Q2 | $1.22M | Buy |
5,786
+651
| +13% | +$138K | 0.29% | 88 |
|
|
2023
Q1 | $1.03M | Buy |
5,135
+591
| +13% | +$118K | 0.26% | 99 |
|
|
2022
Q4 | $602K | Buy |
4,544
+17
| +0.4% | +$2.25K | 0.15% | 153 |
|
|
2022
Q3 | $651K | Buy |
4,527
+60
| +1% | +$8.63K | 0.17% | 135 |
|
|
2022
Q2 | $738K | Buy |
4,467
+20
| +0.4% | +$3.3K | 0.19% | 129 |
|
|
2022
Q1 | $944K | Sell |
4,447
-37
| -0.8% | -$7.85K | 0.2% | 123 |
|
|
2021
Q4 | $1.14M | Sell |
4,484
-15
| -0.3% | -$3.81K | 0.23% | 119 |
|
|
2021
Q3 | $1.22M | Buy |
4,499
+2,950
| +190% | +$800K | 0.27% | 105 |
|
|
2021
Q2 | $378K | Buy |
+1,549
| New | +$378K | 0.09% | 213 |
|
|
2021
Q1 | – | Sell |
-1,897
| Closed | -$422K | – | 214 |
|
|
2020
Q4 | $422K | Buy |
+1,897
| New | +$422K | 0.15% | 143 |
|