TF
Talbot Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
78,826
+17,675
| +29% | +$4.82M | 2.03% | 13 |
|
|
2025
Q1 | $16.4M | Sell |
61,151
-1,078
| -2% | -$289K | 2.06% | 15 |
|
|
2024
Q4 | $20.8M | Sell |
62,229
-1,632
| -3% | -$546K | 2.47% | 8 |
|
|
2024
Q3 | $17.5M | Buy |
63,861
+2,254
| +4% | +$617K | 2.13% | 12 |
|
|
2024
Q2 | $15.8M | Buy |
61,607
+2,116
| +4% | +$544K | 2.04% | 13 |
|
|
2024
Q1 | $17.9M | Sell |
59,491
-91
| -0.2% | -$27.4K | 2.4% | 10 |
|
|
2023
Q4 | $15.7M | Buy |
59,582
+3,316
| +6% | +$873K | 2.36% | 8 |
|
|
2023
Q3 | $11.4M | Buy |
56,266
+812
| +1% | +$165K | 1.99% | 13 |
|
|
2023
Q2 | $11.7M | Buy |
55,454
+304
| +0.6% | +$64.2K | 1.99% | 12 |
|
|
2023
Q1 | $11M | Buy |
55,150
+2,163
| +4% | +$432K | 2.05% | 13 |
|
|
2022
Q4 | $7.03M | Buy |
+52,987
| New | +$7.03M | 1.45% | 31 |
|