Greenleaf 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 | $26.7M | Sell |
98,056
-640
| -0.6% | -$175K | 0.24% | 29 |
|
|
2025
Q1 | $26.5M | Buy |
98,696
+1,327
| +1% | +$356K | 0.24% | 27 |
|
|
2024
Q4 | $32.6M | Sell |
97,369
-2,434
| -2% | -$814K | 0.3% | 24 |
|
|
2024
Q3 | $27.3M | Buy |
99,803
+805
| +0.8% | +$220K | 0.24% | 27 |
|
|
2024
Q2 | $25.5M | Sell |
98,998
-220
| -0.2% | -$56.6K | 0.24% | 27 |
|
|
2024
Q1 | $29.9M | Sell |
99,218
-2,947
| -3% | -$888K | 0.28% | 26 |
|
|
2023
Q4 | $26.9M | Sell |
102,165
-4,280
| -4% | -$1.13M | 0.29% | 23 |
|
|
2023
Q3 | $21.6M | Sell |
106,445
-340
| -0.3% | -$68.9K | 0.25% | 27 |
|
|
2023
Q2 | $22.6M | Sell |
106,785
-6,392
| -6% | -$1.35M | 0.24% | 26 |
|
|
2023
Q1 | $22.6M | Buy |
113,177
+6,622
| +6% | +$1.32M | 0.26% | 27 |
|
|
2022
Q4 | $14.1M | Buy |
106,555
+806
| +0.8% | +$107K | 0.18% | 38 |
|
|
2022
Q3 | $15.2M | Sell |
105,749
-831
| -0.8% | -$120K | 0.23% | 34 |
|
|
2022
Q2 | $17.6M | Buy |
106,580
+2,007
| +2% | +$331K | 0.27% | 26 |
|
|
2022
Q1 | $22.2M | Buy |
104,573
+7,250
| +7% | +$1.54M | 0.27% | 22 |
|
|
2021
Q4 | $24.7M | Buy |
97,323
+9,414
| +11% | +$2.39M | 0.29% | 21 |
|
|
2021
Q3 | $23.8M | Buy |
87,909
+8,268
| +10% | +$2.24M | 0.29% | 21 |
|
|
2021
Q2 | $19.5M | Buy |
79,641
+505
| +0.6% | +$123K | 0.24% | 25 |
|
|
2021
Q1 | $16.8M | Buy |
79,136
+1,064
| +1% | +$225K | 0.22% | 29 |
|
|
2020
Q4 | $17.4M | Buy |
78,072
+1,799
| +2% | +$400K | 0.23% | 29 |
|
|
2020
Q3 | $19.2M | Sell |
76,273
-639
| -0.8% | -$161K | 0.3% | 20 |
|
|
2020
Q2 | $14.4M | Buy |
76,912
+4,537
| +6% | +$850K | 0.25% | 25 |
|
|
2020
Q1 | $10.4M | Buy |
72,375
+1,983
| +3% | +$286K | 0.21% | 29 |
|
|
2019
Q4 | $11.4M | Buy |
70,392
+515
| +0.7% | +$83.8K | 0.18% | 33 |
|
|
2019
Q3 | $10.4M | Buy |
69,877
+792
| +1% | +$118K | 0.16% | 31 |
|
|
2019
Q2 | $10.5M | Sell |
69,085
-271
| -0.4% | -$41.1K | 0.17% | 33 |
|
|
2019
Q1 | $11M | Buy |
69,356
+661
| +1% | +$105K | 0.18% | 28 |
|
|
2018
Q4 | $9.41M | Sell |
68,695
-2,970
| -4% | -$407K | 0.19% | 25 |
|
|
2018
Q3 | $11.4M | Sell |
71,665
-3,282
| -4% | -$522K | 0.21% | 20 |
|
|
2018
Q2 | $10.2M | Sell |
74,947
-1
| -0% | -$136 | 0.19% | 19 |
|
|
2018
Q1 | $8.72M | Sell |
74,948
-2,787
| -4% | -$324K | 0.17% | 27 |
|
|
2017
Q4 | $7.95M | Sell |
77,735
-1,633
| -2% | -$167K | 0.16% | 35 |
|
|
2017
Q3 | $7.42M | Sell |
79,368
-177
| -0.2% | -$16.5K | 0.16% | 35 |
|
|
2017
Q2 | $6.89M | Sell |
79,545
-1,452
| -2% | -$126K | 0.16% | 36 |
|
|
2017
Q1 | $6.68M | Sell |
80,997
-5,463
| -6% | -$451K | 0.16% | 40 |
|
|
2016
Q4 | $5.92M | Buy |
+86,460
| New | +$5.92M | 0.16% | 49 |
|