CYG
Clean Yield Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
23,291
-314
| -1% | -$85.6K | 1.9% | 11 |
|
|
2025
Q1 | $6.33M | Buy |
23,605
+404
| +2% | +$108K | 2.06% | 10 |
|
|
2024
Q4 | $7.76M | Sell |
23,201
-62
| -0.3% | -$20.7K | 2.47% | 7 |
|
|
2024
Q3 | $6.37M | Buy |
23,263
+3,149
| +16% | +$862K | 2.02% | 11 |
|
|
2024
Q2 | $5.17M | Buy |
20,114
+19,653
| +4,263% | +$5.05M | 1.93% | 14 |
|
|
2024
Q1 | $139K | Hold |
461
| – | – | 0.05% | 150 |
|
|
2023
Q4 | $121K | Hold |
461
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $95.4K | Hold |
461
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $97.4K | Hold |
461
| – | – | 0.04% | 177 |
|
|
2023
Q1 | $92.1K | Hold |
461
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $61.1K | Buy |
461
+5
| +1% | +$663 | 0.03% | 215 |
|
|
2022
Q3 | $66K | Hold |
456
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $75K | Buy |
456
+61
| +15% | +$10K | 0.03% | 203 |
|
|
2022
Q1 | $84K | Sell |
395
-20
| -5% | -$4.25K | 0.03% | 211 |
|
|
2021
Q4 | $105K | Buy |
415
+10
| +2% | +$2.53K | 0.03% | 207 |
|
|
2021
Q3 | $110K | Hold |
405
| – | – | 0.04% | 200 |
|
|
2021
Q2 | $99K | Buy |
+405
| New | +$99K | 0.03% | 203 |
|
|
2021
Q1 | – | Sell |
-281
| Closed | -$63K | – | 200 |
|
|
2020
Q4 | $63K | Hold |
281
| – | – | 0.02% | 231 |
|
|
2020
Q3 | $71K | Hold |
281
| – | – | 0.03% | 192 |
|
|
2020
Q2 | $53K | Sell |
281
-180
| -39% | -$34K | 0.02% | 210 |
|
|
2020
Q1 | $66K | Buy |
+461
| New | +$66K | 0.03% | 176 |
|
|
2019
Q1 | – | Sell |
-175
| Closed | -$24K | – | 319 |
|
|
2018
Q4 | $24K | Buy |
+175
| New | +$24K | 0.01% | 223 |
|
|
2016
Q4 | – | Sell |
-283
| Closed | -$20K | – | 165 |
|
|
2016
Q3 | $20K | Buy |
+283
| New | +$20K | 0.01% | 258 |
|
|
2015
Q2 | – | Sell |
-470
| Closed | -$31K | – | 155 |
|
|
2015
Q1 | $31K | Buy |
+470
| New | +$31K | 0.01% | 212 |
|