HM Payson & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.29M | Buy |
4,793
+155
| +3% | +$41.6K | 0.02% | 188 |
|
|
2024
Q4 | $1.55M | Buy |
4,638
+526
| +13% | +$176K | 0.03% | 169 |
|
|
2024
Q3 | $1.13M | Buy |
4,112
+76
| +2% | +$20.8K | 0.02% | 206 |
|
|
2024
Q2 | $1.04M | Sell |
4,036
-144
| -3% | -$37K | 0.02% | 199 |
|
|
2024
Q1 | $1.26M | Sell |
4,180
-433
| -9% | -$130K | 0.02% | 189 |
|
|
2023
Q4 | $1.21M | Hold |
4,613
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $935K | Buy |
4,613
+47
| +1% | +$9.53K | 0.02% | 202 |
|
|
2023
Q2 | $965K | Buy |
4,566
+411
| +10% | +$86.8K | 0.02% | 200 |
|
|
2023
Q1 | $830K | Buy |
4,155
+534
| +15% | +$107K | 0.02% | 206 |
|
|
2022
Q4 | $480K | Sell |
3,621
-122
| -3% | -$16.2K | 0.01% | 254 |
|
|
2022
Q3 | $538K | Buy |
3,743
+3
| +0.1% | +$431 | 0.01% | 242 |
|
|
2022
Q2 | $617K | Sell |
3,740
-606
| -14% | -$100K | 0.02% | 231 |
|
|
2022
Q1 | $923K | Buy |
4,346
+172
| +4% | +$36.5K | 0.02% | 212 |
|
|
2021
Q4 | $1.06M | Sell |
4,174
-100
| -2% | -$25.4K | 0.02% | 206 |
|
|
2021
Q3 | $1.16M | Sell |
4,274
-96
| -2% | -$26K | 0.03% | 191 |
|
|
2021
Q2 | $1.07M | Sell |
4,370
-165
| -4% | -$40.3K | 0.03% | 205 |
|
|
2021
Q1 | $961K | Buy |
4,535
+838
| +23% | +$178K | 0.03% | 213 |
|
|
2020
Q4 | $823K | Buy |
3,697
+941
| +34% | +$209K | 0.02% | 226 |
|
|
2020
Q3 | $693K | Buy |
2,756
+330
| +14% | +$83K | 0.02% | 225 |
|
|
2020
Q2 | $454K | Buy |
2,426
+250
| +11% | +$46.8K | 0.02% | 239 |
|
|
2020
Q1 | $313K | Sell |
2,176
-55
| -2% | -$7.91K | 0.01% | 260 |
|
|
2019
Q4 | $363K | Sell |
2,231
-125
| -5% | -$20.3K | 0.01% | 302 |
|
|
2019
Q3 | $350K | Sell |
2,356
-1,070
| -31% | -$159K | 0.01% | 308 |
|
|
2019
Q2 | $520K | Buy |
+3,426
| New | +$520K | 0.02% | 265 |
|
|
2018
Q4 | – | Sell |
-1,814
| Closed | -$288K | – | 193 |
|
|
2018
Q3 | $288K | Sell |
1,814
-255
| -12% | -$40.5K | 0.01% | 281 |
|
|
2018
Q2 | $283K | Buy |
2,069
+242
| +13% | +$33.1K | 0.01% | 284 |
|
|
2018
Q1 | $212K | Buy |
+1,827
| New | +$212K | 0.01% | 311 |
|