HM Payson & Co’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 | $1.15M | Sell |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $935K | Buy |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $961K | Buy |
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|
2020
Q4 | $823K | Buy |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $313K | Sell |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $520K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $288K | Sell |
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|
2018
Q2 | $283K | Buy |
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|
2018
Q1 | $212K | Buy |
|