PT
Plimoth Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
18,865
+568
| +3% | +$155K | 1.23% | 18 |
|
|
2025
Q1 | $4.91M | Sell |
18,297
-4,456
| -20% | -$1.2M | 1.28% | 19 |
|
|
2024
Q4 | $7.61M | Sell |
22,753
-261
| -1% | -$87.3K | 1.95% | 8 |
|
|
2024
Q3 | $6.3M | Buy |
23,014
+172
| +0.8% | +$47.1K | 1.59% | 11 |
|
|
2024
Q2 | $5.87M | Buy |
22,842
+699
| +3% | +$180K | 1.57% | 13 |
|
|
2024
Q1 | $6.67M | Buy |
22,143
+496
| +2% | +$149K | 1.78% | 9 |
|
|
2023
Q4 | $5.7M | Sell |
21,647
-33
| -0.2% | -$8.68K | 1.64% | 12 |
|
|
2023
Q3 | $4.4M | Sell |
21,680
-1,250
| -5% | -$253K | 1.38% | 19 |
|
|
2023
Q2 | $4.84M | Sell |
22,930
-330
| -1% | -$69.7K | 1.45% | 18 |
|
|
2023
Q1 | $4.65M | Sell |
23,260
-1,895
| -8% | -$379K | 1.44% | 18 |
|
|
2022
Q4 | $3.34M | Buy |
25,155
+1,489
| +6% | +$197K | 1.08% | 27 |
|
|
2022
Q3 | $3.4M | Buy |
23,666
+775
| +3% | +$111K | 1.18% | 23 |
|
|
2022
Q2 | $3.78M | Buy |
22,891
+2,102
| +10% | +$347K | 1.19% | 22 |
|
|
2022
Q1 | $4.41M | Buy |
20,789
+1,715
| +9% | +$364K | 1.17% | 24 |
|
|
2021
Q4 | $4.85M | Buy |
19,074
+2,576
| +16% | +$655K | 1.23% | 21 |
|
|
2021
Q3 | $4.48M | Buy |
16,498
+57
| +0.3% | +$15.5K | 1.27% | 19 |
|
|
2021
Q2 | $4.02M | Buy |
16,441
+1,067
| +7% | +$261K | 1.13% | 24 |
|
|
2021
Q1 | $3.26M | Buy |
15,374
+1,629
| +12% | +$345K | 0.96% | 33 |
|
|
2020
Q4 | $3.06M | Buy |
13,745
+2,100
| +18% | +$467K | 0.96% | 36 |
|
|
2020
Q3 | $2.93M | Buy |
11,645
+2,865
| +33% | +$720K | 0.98% | 33 |
|
|
2020
Q2 | $1.65M | Buy |
8,780
+3,845
| +78% | +$720K | 0.59% | 55 |
|
|
2020
Q1 | $711K | Buy |
4,935
+590
| +14% | +$85K | 0.3% | 97 |
|
|
2019
Q4 | $707K | Buy |
4,345
+415
| +11% | +$67.5K | 0.23% | 123 |
|
|
2019
Q3 | $584K | Buy |
3,930
+860
| +28% | +$128K | 0.19% | 135 |
|
|
2019
Q2 | $466K | Buy |
3,070
+1,620
| +112% | +$246K | 0.15% | 140 |
|
|
2019
Q1 | $230K | Sell |
1,450
-880
| -38% | -$140K | 0.08% | 175 |
|
|
2018
Q4 | $319K | Buy |
2,330
+105
| +5% | +$14.4K | 0.12% | 159 |
|
|
2018
Q3 | $354K | Buy |
2,225
+40
| +2% | +$6.36K | 0.11% | 160 |
|
|
2018
Q2 | $298K | Buy |
2,185
+265
| +14% | +$36.1K | 0.1% | 165 |
|
|
2018
Q1 | $223K | Buy |
+1,920
| New | +$223K | 0.08% | 184 |
|