CCM
Chilton Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
107,898
+442
| +0.4% | +$121K | 1.07% | 31 |
|
|
2025
Q1 | $28.8M | Buy |
107,456
+4,650
| +5% | +$1.25M | 1.24% | 28 |
|
|
2024
Q4 | $34.4M | Sell |
102,806
-810
| -0.8% | -$271K | 1.44% | 21 |
|
|
2024
Q3 | $28.4M | Buy |
103,616
+6,515
| +7% | +$1.78M | 1.18% | 26 |
|
|
2024
Q2 | $25M | Buy |
97,101
+1,000
| +1% | +$257K | 1.12% | 30 |
|
|
2024
Q1 | $28.9M | Buy |
96,101
+2,241
| +2% | +$675K | 1.37% | 19 |
|
|
2023
Q4 | $24.7M | Sell |
93,860
-764
| -0.8% | -$201K | 1.25% | 24 |
|
|
2023
Q3 | $19.2M | Sell |
94,624
-4,051
| -4% | -$821K | 1.08% | 37 |
|
|
2023
Q2 | $20.8M | Buy |
98,675
+5,221
| +6% | +$1.1M | 1.14% | 37 |
|
|
2023
Q1 | $18.7M | Buy |
93,454
+2,881
| +3% | +$576K | 1.08% | 38 |
|
|
2022
Q4 | $12M | Sell |
90,573
-2,436
| -3% | -$323K | 0.75% | 57 |
|
|
2022
Q3 | $13.4M | Buy |
93,009
+10,883
| +13% | +$1.57M | 0.89% | 49 |
|
|
2022
Q2 | $13.6M | Sell |
82,126
-15,714
| -16% | -$2.59M | 0.83% | 51 |
|
|
2022
Q1 | $20.8M | Buy |
97,840
+14,745
| +18% | +$3.13M | 1.09% | 36 |
|
|
2021
Q4 | $21.1M | Buy |
83,095
+5,071
| +6% | +$1.29M | 1.07% | 34 |
|
|
2021
Q3 | $21.2M | Buy |
78,024
+2,134
| +3% | +$579K | 1.19% | 26 |
|
|
2021
Q2 | $18.5M | Sell |
75,890
-693
| -0.9% | -$169K | 1.07% | 38 |
|
|
2021
Q1 | $16.2M | Sell |
76,583
-2,477
| -3% | -$525K | 1.08% | 40 |
|
|
2020
Q4 | $17.6M | Sell |
79,060
-294
| -0.4% | -$65.4K | 1.26% | 28 |
|
|
2020
Q3 | $19.9M | Sell |
79,354
-12,692
| -14% | -$3.19M | 1.55% | 15 |
|
|
2020
Q2 | $17.2M | Buy |
92,046
+3,335
| +4% | +$625K | 1.47% | 16 |
|
|
2020
Q1 | $12.8M | Buy |
88,711
+1,809
| +2% | +$260K | 1.28% | 25 |
|
|
2019
Q4 | $14.1M | Buy |
86,902
+442
| +0.5% | +$71.9K | 1.13% | 29 |
|
|
2019
Q3 | $12.8M | Sell |
86,460
-1,621
| -2% | -$241K | 1.06% | 39 |
|
|
2019
Q2 | $13.4M | Buy |
88,081
+656
| +0.8% | +$99.5K | 1.15% | 33 |
|
|
2019
Q1 | $13.8M | Sell |
87,425
-745
| -0.8% | -$118K | 1.23% | 26 |
|
|
2018
Q4 | $12.1M | Buy |
88,170
+14,223
| +19% | +$1.95M | 1.17% | 28 |
|
|
2018
Q3 | $11.8M | Buy |
73,947
+1,409
| +2% | +$224K | 0.97% | 44 |
|
|
2018
Q2 | $9.89M | Buy |
72,538
+43,461
| +149% | +$5.93M | 0.85% | 54 |
|
|
2018
Q1 | $3.38M | Buy |
29,077
+9,121
| +46% | +$1.06M | 0.31% | 78 |
|
|
2017
Q4 | $2.04M | Sell |
19,956
-3,319
| -14% | -$339K | 0.19% | 87 |
|
|
2017
Q3 | $2.17M | Sell |
23,275
-5,660
| -20% | -$529K | 0.21% | 88 |
|
|
2017
Q2 | $2.51M | Sell |
28,935
-4,526
| -14% | -$392K | 0.28% | 82 |
|
|
2017
Q1 | $2.76M | Sell |
33,461
-5,712
| -15% | -$471K | 0.27% | 81 |
|
|
2016
Q4 | $2.68M | Sell |
39,173
-3,532
| -8% | -$242K | 0.28% | 80 |
|
|
2016
Q3 | $3.05M | Sell |
42,705
-16,440
| -28% | -$1.17M | 0.31% | 76 |
|
|
2016
Q2 | $4.7M | Sell |
59,145
-5,953
| -9% | -$473K | 0.46% | 72 |
|
|
2016
Q1 | $4.81M | Buy |
+65,098
| New | +$4.81M | 0.48% | 72 |
|
|
2014
Q1 | – | Sell |
-108
| Closed | -$5.96K | – | 192 |
|
|
2013
Q4 | $5.96K | Hold |
108
| – | – | ﹤0.01% | 342 |
|
|
2013
Q3 | $5.61K | Hold |
108
| – | – | ﹤0.01% | 346 |
|
|
2013
Q2 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 355 |
|