HDIM
Hanson & Doremus Investment Management’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $166K | Buy |
607
+39
| +7% | +$10.7K | 0.02% | 214 |
|
2025
Q1 | $152K | Hold |
568
| – | – | 0.02% | 208 |
|
2024
Q4 | $190K | Hold |
568
| – | – | 0.03% | 190 |
|
2024
Q3 | $155K | Sell |
568
-38
| -6% | -$10.4K | 0.02% | 199 |
|
2024
Q2 | $156K | Hold |
606
| – | – | 0.03% | 196 |
|
2024
Q1 | $183K | Buy |
606
+111
| +22% | +$33.5K | 0.03% | 188 |
|
2023
Q4 | $130K | Hold |
495
| – | – | 0.02% | 217 |
|
2023
Q3 | $100K | Buy |
495
+30
| +6% | +$6.06K | 0.02% | 230 |
|
2023
Q2 | $98K | Sell |
465
-91
| -16% | -$19.2K | 0.02% | 233 |
|
2023
Q1 | $111K | Sell |
556
-29
| -5% | -$5.79K | 0.02% | 223 |
|
2022
Q4 | $78K | Sell |
585
-41
| -7% | -$5.47K | 0.02% | 257 |
|
2022
Q3 | $90K | Sell |
626
-11
| -2% | -$1.58K | 0.02% | 238 |
|
2022
Q2 | $105K | Buy |
637
+11
| +2% | +$1.81K | 0.03% | 238 |
|
2022
Q1 | $133K | Buy |
626
+161
| +35% | +$34.2K | 0.03% | 231 |
|
2021
Q4 | $118K | Hold |
465
| – | – | 0.03% | 236 |
|
2021
Q3 | $126K | Buy |
465
+15
| +3% | +$4.07K | 0.03% | 220 |
|
2021
Q2 | $113K | Sell |
450
-15
| -3% | -$3.77K | 0.03% | 202 |
|
2021
Q1 | $99K | Buy |
465
+15
| +3% | +$3.19K | 0.02% | 235 |
|
2020
Q4 | $100K | Hold |
450
| – | – | 0.02% | 228 |
|
2020
Q3 | $113K | Hold |
450
| – | – | 0.03% | 202 |
|
2020
Q2 | $84K | Hold |
450
| – | – | 0.03% | 218 |
|
2020
Q1 | $65K | Hold |
450
| – | – | 0.02% | 238 |
|
2019
Q4 | $73K | Hold |
450
| – | – | 0.02% | 255 |
|
2019
Q3 | $67K | Hold |
450
| – | – | 0.02% | 259 |
|
2019
Q2 | $68K | Hold |
450
| – | – | 0.02% | 257 |
|
2019
Q1 | $71K | Hold |
450
| – | – | 0.02% | 252 |
|
2018
Q4 | $62K | Hold |
450
| – | – | 0.02% | 245 |
|
2018
Q3 | $72K | Hold |
450
| – | – | 0.02% | 254 |
|
2018
Q2 | $61K | Hold |
450
| – | – | 0.02% | 271 |
|
2018
Q1 | $52K | Hold |
450
| – | – | 0.02% | 298 |
|
2017
Q4 | $46K | Hold |
450
| – | – | 0.02% | 305 |
|
2017
Q3 | $42K | Hold |
450
| – | – | 0.01% | 301 |
|
2017
Q2 | $39K | Hold |
450
| – | – | 0.01% | 300 |
|
2017
Q1 | $37K | Buy |
450
+300
| +200% | +$24.7K | 0.01% | 291 |
|
2016
Q4 | $10.3K | Hold |
150
| – | – | ﹤0.01% | 383 |
|
2016
Q3 | $11K | Buy |
+150
| New | +$11K | 0.01% | 361 |
|
2014
Q2 | – | Sell |
-75
| Closed | -$4K | – | 420 |
|
2014
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 395 |
|
2013
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 398 |
|
2013
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 368 |
|