Ledyard National Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
+15,544
| New | +$4.24M | 0.4% | 59 |
|
|
2022
Q3 | – | Sell |
-1,299
| Closed | -$214K | – | 202 |
|
|
2022
Q2 | $214K | Buy |
1,299
+15
| +1% | +$2.47K | 0.03% | 203 |
|
|
2022
Q1 | $273K | Sell |
1,284
-55
| -4% | -$11.7K | 0.03% | 199 |
|
|
2021
Q4 | $340K | Buy |
1,339
+25
| +2% | +$6.35K | 0.03% | 189 |
|
|
2021
Q3 | $356K | Hold |
1,314
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $321K | Hold |
1,314
| – | – | 0.03% | 199 |
|
|
2021
Q1 | $278K | Sell |
1,314
-20
| -1% | -$4.23K | 0.03% | 206 |
|
|
2020
Q4 | $297K | Buy |
1,334
+57
| +4% | +$12.7K | 0.03% | 196 |
|
|
2020
Q3 | $321K | Buy |
1,277
+81
| +7% | +$20.4K | 0.04% | 184 |
|
|
2020
Q2 | $224K | Buy |
+1,196
| New | +$224K | 0.03% | 210 |
|
|
2020
Q1 | – | Sell |
-1,231
| Closed | -$200K | – | 232 |
|
|
2019
Q4 | $200K | Buy |
+1,231
| New | +$200K | 0.02% | 254 |
|
|
2019
Q1 | – | Sell |
-1,265
| Closed | -$173K | – | 343 |
|
|
2018
Q4 | $173K | Sell |
1,265
-25
| -2% | -$3.42K | 0.02% | 273 |
|
|
2018
Q3 | $205K | Sell |
1,290
-67
| -5% | -$10.6K | 0.02% | 275 |
|
|
2018
Q2 | $185K | Buy |
1,357
+80
| +6% | +$10.9K | 0.02% | 296 |
|
|
2018
Q1 | $149K | Hold |
1,277
| – | – | 0.02% | 326 |
|
|
2017
Q4 | $131K | Sell |
1,277
-20
| -2% | -$2.05K | 0.02% | 347 |
|
|
2017
Q3 | $121K | Buy |
1,297
+210
| +19% | +$19.6K | 0.02% | 343 |
|
|
2017
Q2 | $94K | Hold |
1,087
| – | – | 0.01% | 348 |
|
|
2017
Q1 | $90K | Hold |
1,087
| – | – | 0.01% | 353 |
|
|
2016
Q4 | $74K | Hold |
1,087
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $78K | Hold |
1,087
| – | – | 0.01% | 270 |
|
|
2016
Q2 | $86K | Hold |
1,087
| – | – | 0.02% | 252 |
|
|
2016
Q1 | $80K | Hold |
1,087
| – | – | 0.01% | 274 |
|
|
2015
Q4 | $85K | Hold |
1,087
| – | – | 0.02% | 256 |
|
|
2015
Q3 | $75K | Hold |
1,087
| – | – | 0.01% | 257 |
|
|
2015
Q2 | $76K | Buy |
1,087
+90
| +9% | +$6.29K | 0.01% | 256 |
|
|
2015
Q1 | $67K | Hold |
997
| – | – | 0.01% | 262 |
|
|
2014
Q4 | $59K | Hold |
997
| – | – | 0.01% | 276 |
|
|
2014
Q3 | $57K | Hold |
997
| – | – | 0.01% | 253 |
|
|
2014
Q2 | $58K | Hold |
997
| – | – | 0.01% | 256 |
|
|
2014
Q1 | $57K | Hold |
997
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $55K | Buy |
+997
| New | +$55K | 0.01% | 253 |
|