Nichols & Pratt Advisers’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 | $849K | Buy |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $446K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $841K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $293K | Buy |
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