CIA
Choate Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,707
+293
| +5% | +$79.9K | 0.03% | 160 |
|
|
2025
Q1 | $1.45M | Buy |
5,414
+72
| +1% | +$19.3K | 0.04% | 158 |
|
|
2024
Q4 | $1.79M | Buy |
5,342
+1,193
| +29% | +$399K | 0.04% | 146 |
|
|
2024
Q3 | $1.14M | Buy |
4,149
+9
| +0.2% | +$2.46K | 0.03% | 184 |
|
|
2024
Q2 | $1.06M | Sell |
4,140
-142
| -3% | -$36.5K | 0.03% | 186 |
|
|
2024
Q1 | $1.29M | Sell |
4,282
-6,957
| -62% | -$2.1M | 0.03% | 171 |
|
|
2023
Q4 | $2.96M | Buy |
11,239
+626
| +6% | +$165K | 0.09% | 110 |
|
|
2023
Q3 | $2.15M | Buy |
10,613
+8,199
| +340% | +$1.66M | 0.08% | 105 |
|
|
2023
Q2 | $510K | Buy |
2,414
+1,280
| +113% | +$270K | 0.02% | 203 |
|
|
2023
Q1 | $227K | Buy |
+1,134
| New | +$227K | 0.01% | 251 |
|
|
2022
Q2 | – | Sell |
-2,414
| Closed | -$512K | – | 335 |
|
|
2022
Q1 | $512K | Buy |
2,414
+15
| +0.6% | +$3.18K | 0.03% | 194 |
|
|
2021
Q4 | $610K | Buy |
+2,399
| New | +$610K | 0.04% | 165 |
|