Philadelphia Trust Company’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 | $8.92M | Buy |
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|
2025
Q1 | $8.69M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $8.87M | Sell |
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|
2023
Q3 | $6.87M | Sell |
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|
2023
Q2 | $8.42M | Sell |
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|
2023
Q1 | $7.99M | Buy |
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|
2022
Q4 | $5.22M | Sell |
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|
2022
Q3 | $7.03M | Buy |
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|
2022
Q2 | $7.5M | Sell |
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $13.5M | Sell |
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|
2021
Q3 | $14.8M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $3.02M | Sell |
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|
2020
Q4 | $5.3M | Buy |
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|
2020
Q3 | $3.36M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $533K | Buy |
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