Grandfield & Dodd’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,537
+170
| +12% | +$46.4K | 0.02% | 152 |
|
|
2025
Q1 | $367K | Buy |
1,367
+3
| +0.2% | +$805 | 0.02% | 156 |
|
|
2024
Q4 | $456K | Sell |
1,364
-100
| -7% | -$33.4K | 0.03% | 147 |
|
|
2024
Q3 | $401K | Sell |
1,464
-7
| -0.5% | -$1.92K | 0.02% | 150 |
|
|
2024
Q2 | $378K | Hold |
1,471
| – | – | 0.02% | 153 |
|
|
2024
Q1 | $443K | Buy |
1,471
+7
| +0.5% | +$2.11K | 0.03% | 145 |
|
|
2023
Q4 | $385K | Hold |
1,464
| – | – | 0.03% | 148 |
|
|
2023
Q3 | $297K | Sell |
1,464
-20
| -1% | -$4.06K | 0.02% | 160 |
|
|
2023
Q2 | $314K | Buy |
1,484
+36
| +2% | +$7.61K | 0.02% | 160 |
|
|
2023
Q1 | $289K | Buy |
+1,448
| New | +$289K | 0.02% | 167 |
|
|
2022
Q4 | – | Sell |
-1,491
| Closed | -$210K | – | 191 |
|
|
2022
Q3 | $210K | Hold |
1,491
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $250K | Buy |
1,491
+10
| +0.7% | +$1.68K | 0.02% | 171 |
|
|
2022
Q1 | $310K | Hold |
1,481
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $380K | Hold |
1,481
| – | – | 0.02% | 158 |
|
|
2021
Q3 | $400K | Buy |
1,481
+170
| +13% | +$45.9K | 0.03% | 153 |
|
|
2021
Q2 | $320K | Buy |
1,311
+2
| +0.2% | +$488 | 0.02% | 159 |
|
|
2021
Q1 | $280K | Buy |
1,309
+20
| +2% | +$4.28K | 0.02% | 162 |
|
|
2020
Q4 | $290K | Hold |
1,289
| – | – | 0.02% | 157 |
|
|
2020
Q3 | $320K | Hold |
1,289
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $240K | Buy |
+1,289
| New | +$240K | 0.02% | 156 |
|
|
2020
Q1 | – | Sell |
-1,246
| Closed | -$203K | – | 169 |
|
|
2019
Q4 | $203K | Buy |
+1,246
| New | +$203K | 0.02% | 182 |
|
|
2018
Q4 | – | Sell |
-1,446
| Closed | -$230K | – | 168 |
|
|
2018
Q3 | $230K | Buy |
+1,446
| New | +$230K | 0.02% | 172 |
|