Nixon Peabody Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
63,889
-370
| -0.6% | -$101K | 1.35% | 20 |
|
|
2025
Q1 | $17.2M | Sell |
64,259
-14,095
| -18% | -$3.78M | 1.46% | 17 |
|
|
2024
Q4 | $26.2M | Buy |
78,354
+50
| +0.1% | +$16.7K | 2.16% | 11 |
|
|
2024
Q3 | $21.4M | Buy |
78,304
+568
| +0.7% | +$155K | 1.78% | 13 |
|
|
2024
Q2 | $20M | Sell |
77,736
-2,338
| -3% | -$601K | 1.78% | 13 |
|
|
2024
Q1 | $24.1M | Buy |
80,074
+2,782
| +4% | +$838K | 2.21% | 9 |
|
|
2023
Q4 | $20.3M | Buy |
77,292
+65,274
| +543% | +$17.2M | 2.28% | 8 |
|
|
2023
Q3 | $2.44M | Sell |
12,018
-187
| -2% | -$37.9K | 2.04% | 10 |
|
|
2023
Q2 | $2.58M | Sell |
12,205
-3,394
| -22% | -$717K | 2.09% | 9 |
|
|
2023
Q1 | $3.12M | Sell |
15,599
-593
| -4% | -$118K | 2.18% | 8 |
|
|
2022
Q4 | $2.15M | Buy |
16,192
+1,354
| +9% | +$180K | 1.74% | 20 |
|
|
2022
Q3 | $2.13M | Sell |
14,838
-11,515
| -44% | -$1.66M | 1.81% | 15 |
|
|
2022
Q2 | $4.35M | Sell |
26,353
-2,001
| -7% | -$330K | 1.97% | 14 |
|
|
2022
Q1 | $6.02M | Buy |
28,354
+517
| +2% | +$110K | 2.07% | 12 |
|
|
2021
Q4 | $7.07M | Sell |
27,837
-677
| -2% | -$172K | 2.14% | 11 |
|
|
2021
Q3 | $7.73M | Buy |
28,514
+205
| +0.7% | +$55.6K | 2.79% | 5 |
|
|
2021
Q2 | $6.92M | Sell |
28,309
-4
| -0% | -$977 | 2.66% | 6 |
|
|
2021
Q1 | $6M | Buy |
28,313
+92
| +0.3% | +$19.5K | 2.43% | 6 |
|
|
2020
Q4 | $6.28M | Sell |
28,221
-3,790
| -12% | -$843K | 2.65% | 6 |
|
|
2020
Q3 | $8.05M | Sell |
32,011
-192
| -0.6% | -$48.3K | 3.7% | 4 |
|
|
2020
Q2 | $6.03M | Buy |
32,203
+704
| +2% | +$132K | 3.06% | 5 |
|
|
2020
Q1 | $4.54M | Sell |
31,499
-863
| -3% | -$124K | 2.8% | 6 |
|
|
2019
Q4 | $5.26M | Buy |
32,362
+52
| +0.2% | +$8.46K | 2.62% | 7 |
|
|
2019
Q3 | $4.8M | Sell |
32,310
-239
| -0.7% | -$35.5K | 2.55% | 9 |
|
|
2019
Q2 | $4.94M | Buy |
32,549
+5,300
| +19% | +$804K | 2.78% | 6 |
|
|
2019
Q1 | $4.32M | Buy |
27,249
+3,738
| +16% | +$592K | 2.83% | 5 |
|
|
2018
Q4 | $3.22M | Buy |
23,511
+166
| +0.7% | +$22.7K | 2.54% | 8 |
|
|
2018
Q3 | $3.71M | Buy |
23,345
+1,863
| +9% | +$296K | 2.54% | 11 |
|
|
2018
Q2 | $2.93M | Buy |
21,482
+754
| +4% | +$103K | 2.27% | 15 |
|
|
2018
Q1 | $2.41M | Sell |
20,728
-80
| -0.4% | -$9.31K | 2.16% | 19 |
|
|
2017
Q4 | $2.13M | Buy |
20,808
+1,356
| +7% | +$139K | 1.83% | 28 |
|
|
2017
Q3 | $1.82M | Buy |
19,452
+955
| +5% | +$89.3K | 1.65% | 32 |
|
|
2017
Q2 | $1.6M | Buy |
18,497
+695
| +4% | +$60.2K | 1.48% | 34 |
|
|
2017
Q1 | $1.47M | Buy |
+17,802
| New | +$1.47M | 1.38% | 36 |
|