New England Research & Management’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
Sell
2025
Q1
$330K Buy
2021
Q2
Sell
2021
Q1
$1.38M Buy
2020
Q4
$1.38M Buy
2020
Q3
$667K Sell
2020
Q2
$572K Buy
2020
Q1
$418K Sell
2019
Q4
$690K Sell
2019
Q3
$649K Sell
2019
Q2
$671K Buy
2019
Q1
$289K Buy
2017
Q2
Sell
2017
Q1
$396K Sell
2016
Q4
$431K Hold
2016
Q3
$449K Buy