PIM
Penobscot Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
7,392
-538
| -7% | -$147K | 0.17% | 109 |
|
|
2025
Q1 | $2.13M | Buy |
7,930
+3
| +0% | +$805 | 0.2% | 102 |
|
|
2024
Q4 | $2.65M | Buy |
7,927
+2
| +0% | +$669 | 0.24% | 86 |
|
|
2024
Q3 | $2.17M | Buy |
7,925
+134
| +2% | +$36.7K | 0.19% | 104 |
|
|
2024
Q2 | $2M | Sell |
7,791
-14
| -0.2% | -$3.6K | 0.19% | 106 |
|
|
2024
Q1 | $2.35M | Hold |
7,805
| – | – | 0.25% | 85 |
|
|
2023
Q4 | $2.05M | Buy |
7,805
+264
| +4% | +$69.5K | 0.24% | 91 |
|
|
2023
Q3 | $1.53M | Buy |
7,541
+685
| +10% | +$139K | 0.21% | 101 |
|
|
2023
Q2 | $1.45M | Sell |
6,856
-13
| -0.2% | -$2.75K | 0.24% | 95 |
|
|
2023
Q1 | $1.37M | Buy |
6,869
+311
| +5% | +$62.1K | 0.24% | 96 |
|
|
2022
Q4 | $870K | Sell |
6,558
-540
| -8% | -$71.6K | 0.15% | 122 |
|
|
2022
Q3 | $1.02M | Hold |
7,098
| – | – | 0.19% | 106 |
|
|
2022
Q2 | $1.17M | Hold |
7,098
| – | – | 0.2% | 105 |
|
|
2022
Q1 | $1.51M | Hold |
7,098
| – | – | 0.22% | 102 |
|
|
2021
Q4 | $1.8M | Sell |
7,098
-12
| -0.2% | -$3.05K | 0.24% | 94 |
|
|
2021
Q3 | $1.93M | Hold |
7,110
| – | – | 0.29% | 87 |
|
|
2021
Q2 | $1.74M | Sell |
7,110
-805
| -10% | -$197K | 0.26% | 94 |
|
|
2021
Q1 | $1.68M | Buy |
7,915
+135
| +2% | +$28.6K | 0.27% | 95 |
|
|
2020
Q4 | $1.73M | Buy |
7,780
+100
| +1% | +$22.2K | 0.29% | 83 |
|
|
2020
Q3 | $1.93M | Hold |
7,680
| – | – | 0.36% | 67 |
|
|
2020
Q2 | $1.44M | Buy |
7,680
+540
| +8% | +$101K | 0.3% | 80 |
|
|
2020
Q1 | $1.03M | Buy |
7,140
+720
| +11% | +$104K | 0.24% | 93 |
|
|
2019
Q4 | $1.04M | Hold |
6,420
| – | – | 0.2% | 101 |
|
|
2019
Q3 | $953K | Sell |
6,420
-10
| -0.2% | -$1.48K | 0.19% | 108 |
|
|
2019
Q2 | $975K | Buy |
6,430
+310
| +5% | +$47K | 0.2% | 105 |
|
|
2019
Q1 | $969K | Buy |
6,120
+560
| +10% | +$88.7K | 0.21% | 103 |
|
|
2018
Q4 | $762K | Hold |
5,560
| – | – | 0.18% | 111 |
|
|
2018
Q3 | $884K | Hold |
5,560
| – | – | 0.19% | 112 |
|
|
2018
Q2 | $758K | Buy |
5,560
+80
| +1% | +$10.9K | 0.18% | 117 |
|
|
2018
Q1 | $637K | Buy |
+5,480
| New | +$637K | 0.15% | 133 |
|