Philadelphia Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Buy |
32,700
+314
| +1% | +$85.6K | 0.68% | 34 |
|
|
2025
Q1 | $8.69M | Sell |
32,386
-6,102
| -16% | -$1.64M | 0.74% | 37 |
|
|
2024
Q4 | $12.9M | Sell |
38,488
-2,309
| -6% | -$772K | 0.94% | 26 |
|
|
2024
Q3 | $11.2M | Buy |
40,797
+1,581
| +4% | +$433K | 0.81% | 31 |
|
|
2024
Q2 | $10.1M | Buy |
39,216
+4,387
| +13% | +$1.13M | 0.78% | 34 |
|
|
2024
Q1 | $10.5M | Buy |
34,829
+1,129
| +3% | +$340K | 0.84% | 35 |
|
|
2023
Q4 | $8.87M | Sell |
33,700
-169
| -0.5% | -$44.5K | 0.83% | 36 |
|
|
2023
Q3 | $6.87M | Sell |
33,869
-5,967
| -15% | -$1.21M | 0.71% | 43 |
|
|
2023
Q2 | $8.42M | Sell |
39,836
-146
| -0.4% | -$30.8K | 0.8% | 33 |
|
|
2023
Q1 | $7.99M | Buy |
39,982
+630
| +2% | +$126K | 0.81% | 31 |
|
|
2022
Q4 | $5.22M | Sell |
39,352
-9,528
| -19% | -$1.26M | 0.56% | 54 |
|
|
2022
Q3 | $7.03M | Buy |
48,880
+3,443
| +8% | +$495K | 0.8% | 34 |
|
|
2022
Q2 | $7.5M | Sell |
45,437
-10,315
| -19% | -$1.7M | 0.77% | 37 |
|
|
2022
Q1 | $11.8M | Buy |
55,752
+2,638
| +5% | +$560K | 0.93% | 30 |
|
|
2021
Q4 | $13.5M | Sell |
53,114
-1,604
| -3% | -$408K | 0.98% | 32 |
|
|
2021
Q3 | $14.8M | Buy |
54,718
+40,133
| +275% | +$10.9M | 1.09% | 24 |
|
|
2021
Q2 | $3.56M | Buy |
14,585
+310
| +2% | +$75.7K | 0.25% | 77 |
|
|
2021
Q1 | $3.02M | Sell |
14,275
-9,522
| -40% | -$2.02M | 0.23% | 80 |
|
|
2020
Q4 | $5.3M | Buy |
23,797
+10,431
| +78% | +$2.32M | 0.43% | 59 |
|
|
2020
Q3 | $3.36M | Buy |
+13,366
| New | +$3.36M | 0.32% | 61 |
|
|
2020
Q1 | – | Sell |
-3,277
| Closed | -$533K | – | 167 |
|
|
2019
Q4 | $533K | Buy |
+3,277
| New | +$533K | 0.05% | 151 |
|