Fiduciary Trust’s Salesforce CRM Stock Holding History

Fiduciary Trust’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Sell	44,452 -1,338	-3%	-$365K	0.15%	93
2025 Q1	$12.3M	Buy	45,790 +552	+1%	+$148K	0.16%	89
2024 Q4	$15.1M	Buy	45,238 +1,673	+4%	+$559K	0.2%	75
2024 Q3	$11.9M	Buy	43,565 +3,072	+8%	+$841K	0.17%	96
2024 Q2	$10.4M	Sell	40,493 -1,098	-3%	-$282K	0.16%	95
2024 Q1	$12.5M	Buy	41,591 +1,342	+3%	+$404K	0.19%	84
2023 Q4	$10.6M	Buy	40,249 +1,519	+4%	+$400K	0.18%	97
2023 Q3	$7.85M	Buy	38,730 +502	+1%	+$102K	0.14%	106
2023 Q2	$8.08M	Buy	38,228 +3,115	+9%	+$658K	0.14%	107
2023 Q1	$7.01M	Buy	35,113 +2,916	+9%	+$583K	0.13%	122
2022 Q4	$4.27M	Buy	32,197 +248	+0.8%	+$32.9K	0.08%	163
2022 Q3	$4.6M	Buy	31,949 +1,517	+5%	+$218K	0.1%	150
2022 Q2	$5.02M	Sell	30,432 -2,091	-6%	-$345K	0.11%	144
2022 Q1	$6.91M	Sell	32,523 -334	-1%	-$70.9K	0.12%	133
2021 Q4	$8.35M	Buy	32,857 +1,008	+3%	+$256K	0.14%	128
2021 Q3	$8.64M	Buy	31,849 +3,354	+12%	+$910K	0.15%	119
2021 Q2	$6.96M	Buy	28,495 +8,457	+42%	+$2.07M	0.13%	139
2021 Q1	$4.25M	Buy	20,038 +2,562	+15%	+$543K	0.09%	170
2020 Q4	$3.89M	Buy	17,476 +2,311	+15%	+$514K	0.08%	170
2020 Q3	$3.81M	Buy	15,165 +1,374	+10%	+$345K	0.09%	151
2020 Q2	$2.58M	Buy	13,791 +2,401	+21%	+$450K	0.06%	186
2020 Q1	$1.64M	Buy	11,390 +442	+4%	+$63.6K	0.05%	211
2019 Q4	$1.78M	Buy	10,948 +751	+7%	+$122K	0.04%	217
2019 Q3	$1.51M	Buy	10,197 +971	+11%	+$144K	0.04%	229
2019 Q2	$1.4M	Buy	9,226 +2,245	+32%	+$341K	0.04%	226
2019 Q1	$1.11M	Buy	6,981 +325	+5%	+$51.5K	0.03%	244
2018 Q4	$912K	Buy	6,656 +380	+6%	+$52.1K	0.03%	244
2018 Q3	$998K	Buy	6,276 +50	+0.8%	+$7.95K	0.03%	253
2018 Q2	$849K	Buy	6,226 +840	+16%	+$115K	0.03%	270
2018 Q1	$626K	Buy	5,386 +989	+22%	+$115K	0.02%	300
2017 Q4	$449K	Buy	+4,397	New	+$449K	0.01%	328
2017 Q3	–	Sell	-2,155	Closed	-$187K	–	446
2017 Q2	$187K	Buy	+2,155	New	+$187K	0.01%	446