Rockland 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 | $286K | Buy |
+1,049
| New | +$286K | 0.01% | 222 |
|
|
2025
Q1 | – | Sell |
-599
| Closed | -$200K | – | 279 |
|
|
2024
Q4 | $200K | Buy |
+599
| New | +$200K | 0.01% | 274 |
|
|
2022
Q4 | – | Sell |
-1,550
| Closed | -$223K | – | 293 |
|
|
2022
Q3 | $223K | Buy |
1,550
+100
| +7% | +$14.4K | 0.02% | 259 |
|
|
2022
Q2 | $240K | Sell |
1,450
-122
| -8% | -$20.2K | 0.02% | 259 |
|
|
2022
Q1 | $334K | Sell |
1,572
-70
| -4% | -$14.9K | 0.02% | 258 |
|
|
2021
Q4 | $417K | Sell |
1,642
-10
| -0.6% | -$2.54K | 0.03% | 222 |
|
|
2021
Q3 | $448K | Buy |
1,652
+20
| +1% | +$5.42K | 0.03% | 209 |
|
|
2021
Q2 | $399K | Hold |
1,632
| – | – | 0.03% | 210 |
|
|
2021
Q1 | $345K | Buy |
1,632
+86
| +6% | +$18.2K | 0.02% | 217 |
|
|
2020
Q4 | $344K | Sell |
1,546
-63
| -4% | -$14K | 0.03% | 211 |
|
|
2020
Q3 | $404K | Buy |
1,609
+233
| +17% | +$58.5K | 0.03% | 192 |
|
|
2020
Q2 | $258K | Sell |
1,376
-119
| -8% | -$22.3K | 0.02% | 210 |
|
|
2020
Q1 | $215K | Sell |
1,495
-50
| -3% | -$7.19K | 0.02% | 225 |
|
|
2019
Q4 | $252K | Buy |
+1,545
| New | +$252K | 0.02% | 240 |
|