Loring Wolcott & Coolidge Fiduciary Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7M | Sell |
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|
2025
Q1 | $79.7M | Sell |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $92.9M | Sell |
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|
2024
Q2 | $115M | Sell |
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|
2024
Q1 | $125M | Sell |
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|
2023
Q4 | $132M | Sell |
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|
2023
Q3 | $98.7M | Sell |
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|
2023
Q2 | $106M | Sell |
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|
2023
Q1 | $109M | Sell |
|
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|
2022
Q4 | $75M | Sell |
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|
2022
Q3 | $93.5M | Sell |
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|
2022
Q2 | $114M | Sell |
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|
2022
Q1 | $146M | Buy |
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|
2021
Q4 | $174M | Buy |
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|
2021
Q3 | $184M | Buy |
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|
2021
Q2 | $164M | Buy |
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|
2021
Q1 | $141M | Buy |
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|
2020
Q4 | $145M | Sell |
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|
2020
Q3 | $164M | Buy |
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|
2020
Q2 | $118M | Buy |
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|
2020
Q1 | $89.2M | Buy |
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|
2019
Q4 | $93.3M | Buy |
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|
2019
Q3 | $77.1M | Buy |
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|
2019
Q2 | $60M | Buy |
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|
2019
Q1 | $49.2M | Buy |
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|
2018
Q4 | $39.5M | Buy |
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|
2018
Q3 | $18.4M | Buy |
|
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|
2018
Q2 | $1.64M | Buy |
|
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|
2018
Q1 | $174K | Buy |
|
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|
2017
Q4 | $141K | Hold |
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|
2017
Q3 | $128K | Hold |
|
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|
2017
Q2 | $125K | Hold |
|
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|
2017
Q1 | $113K | Buy |
|
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|
2016
Q4 | $85K | Hold |
|
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|
2016
Q3 | $88K | Sell |
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|
2016
Q2 | $146K | Hold |
|
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|
2016
Q1 | $136K | Hold |
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|
2015
Q4 | $144K | Hold |
|
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|
2015
Q3 | $128K | Hold |
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|
2015
Q2 | $128K | Hold |
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|
2015
Q1 | $123K | Hold |
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|
2014
Q4 | $109K | Hold |
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|
2014
Q3 | $106K | Hold |
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|
2014
Q2 | $107K | Buy |
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|
2014
Q1 | $100K | Sell |
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|
2013
Q4 | $177K | Buy |
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|
2013
Q3 | $60K | Hold |
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|
2013
Q2 | $44K | Buy |
|