Equitable 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 | $14.1M | Buy |
51,761
+14,604
| +39% | +$3.98M | 0.7% | 38 |
|
|
2025
Q1 | $9.97M | Buy |
37,157
+493
| +1% | +$132K | 0.55% | 40 |
|
|
2024
Q4 | $12.3M | Sell |
36,664
-8,603
| -19% | -$2.88M | 0.68% | 34 |
|
|
2024
Q3 | $12.4M | Sell |
45,267
-262
| -0.6% | -$71.7K | 0.8% | 26 |
|
|
2024
Q2 | $11.7M | Buy |
45,529
+12,984
| +40% | +$3.34M | 0.81% | 29 |
|
|
2024
Q1 | $9.8M | Sell |
32,545
-15,240
| -32% | -$4.59M | 0.68% | 33 |
|
|
2023
Q4 | $12.6M | Sell |
47,785
-60
| -0.1% | -$15.8K | 0.95% | 26 |
|
|
2023
Q3 | $9.7M | Buy |
47,845
+1,830
| +4% | +$371K | 0.8% | 28 |
|
|
2023
Q2 | $9.72M | Buy |
46,015
+7,925
| +21% | +$1.67M | 0.74% | 30 |
|
|
2023
Q1 | $7.61M | Buy |
38,090
+2,925
| +8% | +$584K | 0.6% | 35 |
|
|
2022
Q4 | $4.66M | Sell |
35,165
-41,958
| -54% | -$5.56M | 0.37% | 55 |
|
|
2022
Q3 | $11.1M | Sell |
77,123
-4,458
| -5% | -$641K | 0.92% | 26 |
|
|
2022
Q2 | $13.5M | Buy |
81,581
+12,610
| +18% | +$2.08M | 1% | 24 |
|
|
2022
Q1 | $14.6M | Buy |
68,971
+614
| +0.9% | +$130K | 0.94% | 29 |
|
|
2021
Q4 | $17.4M | Buy |
68,357
+1,646
| +2% | +$418K | 1.07% | 25 |
|
|
2021
Q3 | $18.1M | Buy |
66,711
+2,284
| +4% | +$619K | 1.16% | 26 |
|
|
2021
Q2 | $15.7M | Buy |
64,427
+1,674
| +3% | +$409K | 1.01% | 28 |
|
|
2021
Q1 | $13.3M | Buy |
62,753
+21,901
| +54% | +$4.64M | 0.99% | 29 |
|
|
2020
Q4 | $9.09M | Buy |
40,852
+7,892
| +24% | +$1.76M | 0.67% | 44 |
|
|
2020
Q3 | $8.28M | Sell |
32,960
-628
| -2% | -$158K | 0.71% | 40 |
|
|
2020
Q2 | $6.29M | Sell |
33,588
-118
| -0.4% | -$22.1K | 0.58% | 51 |
|
|
2020
Q1 | $4.85M | Buy |
33,706
+15,664
| +87% | +$2.26M | 0.53% | 54 |
|
|
2019
Q4 | $2.94M | Buy |
18,042
+15,999
| +783% | +$2.6M | 0.29% | 88 |
|
|
2019
Q3 | $303K | Buy |
2,043
+681
| +50% | +$101K | 0.03% | 239 |
|
|
2019
Q2 | $206K | Buy |
+1,362
| New | +$206K | 0.02% | 271 |
|