NCTC
New Covenant Trust Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
811
| – | – | 0.2% | 80 |
|
|
2025
Q1 | $219K | Buy |
811
+6
| +0.7% | +$1.62K | 0.23% | 83 |
|
|
2024
Q4 | $270K | Sell |
805
-11
| -1% | -$3.69K | 0.27% | 62 |
|
|
2024
Q3 | $226K | Buy |
+816
| New | +$226K | 0.22% | 78 |
|
|
2024
Q2 | – | Sell |
-689
| Closed | -$208K | – | 157 |
|
|
2024
Q1 | $208K | Buy |
+689
| New | +$208K | 0.21% | 75 |
|