Colonial 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 | $288K | Buy |
1,055
+61
| +6% | +$16.6K | 0.04% | 246 |
|
|
2025
Q1 | $267K | Sell |
994
-93
| -9% | -$24.9K | 0.04% | 242 |
|
|
2024
Q4 | $363K | Buy |
1,087
+21
| +2% | +$7.02K | 0.05% | 210 |
|
|
2024
Q3 | $292K | Sell |
1,066
-19
| -2% | -$5.2K | 0.05% | 239 |
|
|
2024
Q2 | $279K | Buy |
1,085
+273
| +34% | +$70.2K | 0.05% | 223 |
|
|
2024
Q1 | $245K | Buy |
812
+25
| +3% | +$7.53K | 0.05% | 245 |
|
|
2023
Q4 | $207K | Sell |
787
-35
| -4% | -$9.22K | 0.04% | 259 |
|
|
2023
Q3 | $167K | Buy |
822
+94
| +13% | +$19.1K | 0.04% | 249 |
|
|
2023
Q2 | $154K | Buy |
728
+198
| +37% | +$41.8K | 0.04% | 274 |
|
|
2023
Q1 | $106K | Sell |
530
-296
| -36% | -$59.1K | 0.03% | 328 |
|
|
2022
Q4 | $110K | Buy |
+826
| New | +$110K | 0.03% | 294 |
|