Laurie J. Hall Trustee’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
+8,445
| New | +$2.3M | 0.76% | 39 |
|
|
2025
Q1 | – | Sell |
-505
| Closed | -$169K | – | 136 |
|
|
2024
Q4 | $169K | Hold |
505
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $139K | Hold |
505
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $130K | Hold |
505
| – | – | 0.05% | 132 |
|
|
2024
Q1 | $152K | Sell |
505
-35
| -6% | -$10.5K | 0.05% | 124 |
|
|
2023
Q4 | $142K | Buy |
540
+25
| +5% | +$6.57K | 0.05% | 124 |
|
|
2023
Q3 | $104K | Sell |
515
-30
| -6% | -$6.06K | 0.04% | 133 |
|
|
2023
Q2 | $115K | Hold |
545
| – | – | 0.05% | 131 |
|
|
2023
Q1 | $109K | Buy |
545
+180
| +49% | +$36K | 0.05% | 131 |
|
|
2022
Q4 | $48K | Hold |
365
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $53K | Hold |
365
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $60K | Hold |
365
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $77K | Sell |
365
-50
| -12% | -$10.5K | 0.03% | 156 |
|
|
2021
Q4 | $105K | Hold |
415
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $113K | Hold |
415
| – | – | 0.04% | 142 |
|
|
2021
Q2 | $101K | Hold |
415
| – | – | 0.04% | 147 |
|
|
2021
Q1 | $88K | Hold |
415
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $92K | Hold |
415
| – | – | 0.04% | 156 |
|
|
2020
Q3 | $104K | Buy |
+415
| New | +$104K | 0.05% | 135 |
|
|
2019
Q4 | $46K | Hold |
285
| – | – | 0.02% | 189 |
|
|
2019
Q3 | $42K | Buy |
285
+55
| +24% | +$8.11K | 0.02% | 187 |
|
|
2019
Q2 | $35K | Hold |
230
| – | – | 0.02% | 198 |
|
|
2019
Q1 | $36K | Sell |
230
-20
| -8% | -$3.13K | 0.02% | 195 |
|
|
2018
Q4 | $41K | Hold |
250
| – | – | 0.02% | 180 |
|
|
2018
Q3 | $40K | Hold |
250
| – | – | 0.02% | 201 |
|
|
2018
Q2 | $34K | Hold |
250
| – | – | 0.02% | 204 |
|
|
2018
Q1 | $29K | Hold |
250
| – | – | 0.02% | 211 |
|
|
2017
Q4 | $26K | Buy |
250
+200
| +400% | +$20.8K | 0.01% | 227 |
|
|
2017
Q3 | $4.67K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2017
Q2 | $4.33K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2017
Q1 | $4.27K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2016
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 283 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 277 |
|
|
2016
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 249 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 199 |
|