Hemenway Trust Hemenway 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 | $13M | Buy |
47,719
+13,790
| +41% | +$3.76M | 1.01% | 31 |
|
|
2025
Q1 | $9.11M | Buy |
33,929
+12,032
| +55% | +$3.23M | 0.74% | 33 |
|
|
2024
Q4 | $7.32M | Buy |
21,897
+19,202
| +713% | +$6.42M | 0.59% | 37 |
|
|
2024
Q3 | $738K | Buy |
2,695
+950
| +54% | +$260K | 0.06% | 76 |
|
|
2024
Q2 | $449K | Hold |
1,745
| – | – | 0.04% | 90 |
|
|
2024
Q1 | $526K | Buy |
1,745
+210
| +14% | +$63.2K | 0.05% | 91 |
|
|
2023
Q4 | $404K | Sell |
1,535
-20
| -1% | -$5.26K | 0.04% | 94 |
|
|
2023
Q3 | $315K | Sell |
1,555
-30
| -2% | -$6.08K | 0.03% | 110 |
|
|
2023
Q2 | $335K | Hold |
1,585
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $317K | Sell |
1,585
-386
| -20% | -$77.1K | 0.03% | 110 |
|
|
2022
Q4 | $261K | Buy |
1,971
+11
| +0.6% | +$1.46K | 0.03% | 120 |
|
|
2022
Q3 | $282K | Hold |
1,960
| – | – | 0.03% | 113 |
|
|
2022
Q2 | $323K | Sell |
1,960
-71
| -3% | -$11.7K | 0.04% | 102 |
|
|
2022
Q1 | $431K | Sell |
2,031
-65
| -3% | -$13.8K | 0.04% | 97 |
|
|
2021
Q4 | $533K | Sell |
2,096
-54
| -3% | -$13.7K | 0.05% | 87 |
|
|
2021
Q3 | $583K | Buy |
2,150
+15
| +0.7% | +$4.07K | 0.06% | 86 |
|
|
2021
Q2 | $522K | Buy |
2,135
+16
| +0.8% | +$3.91K | 0.05% | 91 |
|
|
2021
Q1 | $449K | Hold |
2,119
| – | – | 0.05% | 94 |
|
|
2020
Q4 | $472K | Sell |
2,119
-212
| -9% | -$47.2K | 0.05% | 92 |
|
|
2020
Q3 | $586K | Buy |
2,331
+507
| +28% | +$127K | 0.08% | 82 |
|
|
2020
Q2 | $342K | Sell |
1,824
-81
| -4% | -$15.2K | 0.05% | 105 |
|
|
2020
Q1 | $274K | Sell |
1,905
-40
| -2% | -$5.75K | 0.05% | 103 |
|
|
2019
Q4 | $316K | Hold |
1,945
| – | – | 0.05% | 110 |
|
|
2019
Q3 | $289K | Sell |
1,945
-270
| -12% | -$40.1K | 0.05% | 107 |
|
|
2019
Q2 | $336K | Sell |
2,215
-60
| -3% | -$9.1K | 0.05% | 102 |
|
|
2019
Q1 | $360K | Buy |
2,275
+100
| +5% | +$15.8K | 0.06% | 101 |
|
|
2018
Q4 | $298K | Buy |
2,175
+50
| +2% | +$6.85K | 0.06% | 100 |
|
|
2018
Q3 | $338K | Sell |
2,125
-700
| -25% | -$111K | 0.06% | 105 |
|
|
2018
Q2 | $385K | Sell |
2,825
-300
| -10% | -$40.9K | 0.07% | 97 |
|
|
2018
Q1 | $363K | Hold |
3,125
| – | – | 0.07% | 104 |
|
|
2017
Q4 | $319K | Sell |
3,125
-350
| -10% | -$35.7K | 0.06% | 120 |
|
|
2017
Q3 | $325K | Sell |
3,475
-498
| -13% | -$46.6K | 0.07% | 100 |
|
|
2017
Q2 | $344K | Buy |
+3,973
| New | +$344K | 0.08% | 99 |
|
|
2017
Q1 | – | Sell |
-1,998
| Closed | -$137K | – | 137 |
|
|
2016
Q4 | $137K | Buy |
+1,998
| New | +$137K | 0.03% | 124 |
|
|
2016
Q1 | – | Sell |
-1,998
| Closed | -$157K | – | 138 |
|
|
2015
Q4 | $157K | Hold |
1,998
| – | – | 0.04% | 163 |
|
|
2015
Q3 | $139K | Buy |
+1,998
| New | +$139K | 0.04% | 171 |
|