Grandfield & Dodd’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Buy |
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|
2025
Q2 | $419K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $310K | Hold |
|
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|
2021
Q4 | $380K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $290K | Hold |
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|
2020
Q3 | $320K | Hold |
|
|||||
|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $230K | Buy |
|