NPA
Nichols & Pratt Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
3,115
+800
| +35% | +$218K | 0.06% | 70 |
|
|
2025
Q1 | $621K | Sell |
2,315
-440
| -16% | -$118K | 0.04% | 73 |
|
|
2024
Q4 | $921K | Sell |
2,755
-50
| -2% | -$16.7K | 0.06% | 69 |
|
|
2024
Q3 | $768K | Buy |
2,805
+1,325
| +90% | +$363K | 0.05% | 72 |
|
|
2024
Q2 | $381K | Hold |
1,480
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $446K | Hold |
1,480
| – | – | 0.03% | 83 |
|
|
2023
Q4 | $389K | Hold |
1,480
| – | – | 0.03% | 85 |
|
|
2023
Q3 | $300K | Sell |
1,480
-2,500
| -63% | -$507K | 0.02% | 94 |
|
|
2023
Q2 | $841K | Buy |
3,980
+2,500
| +169% | +$528K | 0.06% | 75 |
|
|
2023
Q1 | $296K | Buy |
+1,480
| New | +$296K | 0.02% | 91 |
|
|
2022
Q2 | – | Sell |
-1,020
| Closed | -$217K | – | 90 |
|
|
2022
Q1 | $217K | Hold |
1,020
| – | – | 0.02% | 95 |
|
|
2021
Q4 | $259K | Sell |
1,020
-550
| -35% | -$140K | 0.02% | 90 |
|
|
2021
Q3 | $432K | Buy |
1,570
+305
| +24% | +$83.9K | 0.03% | 80 |
|
|
2021
Q2 | $309K | Hold |
1,265
| – | – | 0.02% | 92 |
|
|
2021
Q1 | $268K | Hold |
1,265
| – | – | 0.02% | 95 |
|
|
2020
Q4 | $281K | Buy |
1,265
+100
| +9% | +$22.2K | 0.02% | 93 |
|
|
2020
Q3 | $293K | Buy |
+1,165
| New | +$293K | 0.03% | 86 |
|