S&CO Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
2,839
| – | – | 0.05% | 158 |
|
|
2025
Q1 | $761K | Hold |
2,839
| – | – | 0.05% | 157 |
|
|
2024
Q4 | $949K | Hold |
2,839
| – | – | 0.06% | 140 |
|
|
2024
Q3 | $777K | Hold |
2,839
| – | – | 0.05% | 156 |
|
|
2024
Q2 | $729K | Sell |
2,839
-132
| -4% | -$33.9K | 0.05% | 156 |
|
|
2024
Q1 | $894K | Hold |
2,971
| – | – | 0.06% | 139 |
|
|
2023
Q4 | $781K | Buy |
2,971
+150
| +5% | +$39.4K | 0.06% | 132 |
|
|
2023
Q3 | $572K | Hold |
2,821
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $595K | Hold |
2,821
| – | – | 0.05% | 135 |
|
|
2023
Q1 | $563K | Hold |
2,821
| – | – | 0.05% | 135 |
|
|
2022
Q4 | $374K | Sell |
2,821
-8
| -0.3% | -$1.06K | 0.03% | 144 |
|
|
2022
Q3 | $406K | Hold |
2,829
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $466K | Buy |
2,829
+8
| +0.3% | +$1.32K | 0.04% | 146 |
|
|
2022
Q1 | $598K | Buy |
2,821
+590
| +26% | +$125K | 0.04% | 147 |
|
|
2021
Q4 | $566K | Sell |
2,231
-385
| -15% | -$97.7K | 0.04% | 154 |
|
|
2021
Q3 | $709K | Hold |
2,616
| – | – | 0.06% | 143 |
|
|
2021
Q2 | $639K | Sell |
2,616
-877
| -25% | -$214K | 0.05% | 146 |
|
|
2021
Q1 | $740K | Hold |
3,493
| – | – | 0.06% | 135 |
|
|
2020
Q4 | $777K | Sell |
3,493
-85
| -2% | -$18.9K | 0.07% | 130 |
|
|
2020
Q3 | $899K | Hold |
3,578
| – | – | 0.09% | 117 |
|
|
2020
Q2 | $670K | Hold |
3,578
| – | – | 0.07% | 121 |
|
|
2020
Q1 | $515K | Hold |
3,578
| – | – | 0.07% | 123 |
|
|
2019
Q4 | $582K | Hold |
3,578
| – | – | 0.06% | 134 |
|
|
2019
Q3 | $531K | Sell |
3,578
-320
| -8% | -$47.5K | 0.06% | 136 |
|
|
2019
Q2 | $591K | Hold |
3,898
| – | – | 0.06% | 130 |
|
|
2019
Q1 | $617K | Sell |
3,898
-72
| -2% | -$11.4K | 0.07% | 130 |
|
|
2018
Q4 | $544K | Sell |
3,970
-330
| -8% | -$45.2K | 0.07% | 129 |
|
|
2018
Q3 | $684K | Hold |
4,300
| – | – | 0.08% | 126 |
|
|
2018
Q2 | $587K | Sell |
4,300
-200
| -4% | -$27.3K | 0.07% | 135 |
|
|
2018
Q1 | $523K | Hold |
4,500
| – | – | 0.07% | 136 |
|
|
2017
Q4 | $460K | Hold |
4,500
| – | – | 0.06% | 134 |
|
|
2017
Q3 | $420K | Hold |
4,500
| – | – | 0.05% | 138 |
|
|
2017
Q2 | $390K | Hold |
4,500
| – | – | 0.05% | 141 |
|
|
2017
Q1 | $371K | Hold |
4,500
| – | – | 0.05% | 140 |
|
|
2016
Q4 | $308K | Buy |
+4,500
| New | +$308K | 0.04% | 154 |
|