TH
TCTC Holdings’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
127,875
+24,369
| +24% | +$6.65M | 1.12% | 22 |
|
|
2025
Q1 | $27.8M | Buy |
103,506
+953
| +0.9% | +$256K | 0.98% | 27 |
|
|
2024
Q4 | $34.3M | Buy |
102,553
+203
| +0.2% | +$67.9K | 1.23% | 23 |
|
|
2024
Q3 | $28M | Buy |
102,350
+397
| +0.4% | +$109K | 0.95% | 27 |
|
|
2024
Q2 | $26.2M | Sell |
101,953
-854
| -0.8% | -$220K | 0.9% | 25 |
|
|
2024
Q1 | $31M | Buy |
102,807
+353
| +0.3% | +$106K | 1.03% | 25 |
|
|
2023
Q4 | $27M | Buy |
102,454
+165
| +0.2% | +$43.4K | 0.98% | 26 |
|
|
2023
Q3 | $20.7M | Buy |
102,289
+592
| +0.6% | +$120K | 0.8% | 32 |
|
|
2023
Q2 | $21.5M | Buy |
101,697
+850
| +0.8% | +$180K | 0.86% | 32 |
|
|
2023
Q1 | $20.1M | Buy |
100,847
+6,400
| +7% | +$1.28M | 0.81% | 33 |
|
|
2022
Q4 | $12.5M | Sell |
94,447
-1,093
| -1% | -$145K | 0.51% | 49 |
|
|
2022
Q3 | $13.7M | Buy |
95,540
+246
| +0.3% | +$35.4K | 0.59% | 42 |
|
|
2022
Q2 | $15.7M | Buy |
95,294
+79,508
| +504% | +$13.1M | 0.69% | 37 |
|
|
2022
Q1 | $3.35M | Buy |
15,786
+3,509
| +29% | +$745K | 0.14% | 85 |
|
|
2021
Q4 | $3.12M | Buy |
12,277
+215
| +2% | +$54.6K | 0.13% | 85 |
|
|
2021
Q3 | $3.27M | Buy |
12,062
+429
| +4% | +$116K | 0.15% | 85 |
|
|
2021
Q2 | $2.84M | Buy |
11,633
+549
| +5% | +$134K | 0.13% | 86 |
|
|
2021
Q1 | $2.35M | Hold |
11,084
| – | – | 0.11% | 84 |
|
|
2020
Q4 | $2.47M | Hold |
11,084
| – | – | 0.13% | 87 |
|
|
2020
Q3 | $2.79M | Buy |
11,084
+100
| +0.9% | +$25.1K | 0.17% | 79 |
|
|
2020
Q2 | $2.06M | Sell |
10,984
-523
| -5% | -$98K | 0.12% | 84 |
|
|
2020
Q1 | $1.66M | Buy |
11,507
+42
| +0.4% | +$6.04K | 0.12% | 77 |
|
|
2019
Q4 | $1.86M | Hold |
11,465
| – | – | 0.1% | 80 |
|
|
2019
Q3 | $1.7M | Hold |
11,465
| – | – | 0.09% | 83 |
|
|
2019
Q2 | $1.74M | Hold |
11,465
| – | – | 0.1% | 82 |
|
|
2019
Q1 | $1.82M | Hold |
11,465
| – | – | 0.1% | 81 |
|
|
2018
Q4 | $1.57M | Hold |
11,465
| – | – | 0.09% | 82 |
|
|
2018
Q3 | $1.82M | Hold |
11,465
| – | – | 0.08% | 79 |
|
|
2018
Q2 | $1.56M | Hold |
11,465
| – | – | 0.08% | 83 |
|
|
2018
Q1 | $1.33M | Sell |
11,465
-200
| -2% | -$23.3K | 0.07% | 86 |
|
|
2017
Q4 | $1.19M | Hold |
11,665
| – | – | 0.06% | 88 |
|
|
2017
Q3 | $1.09M | Hold |
11,665
| – | – | 0.07% | 88 |
|
|
2017
Q2 | $1.01M | Hold |
11,665
| – | – | 0.07% | 90 |
|
|
2017
Q1 | $962K | Hold |
11,665
| – | – | 0.06% | 102 |
|
|
2016
Q4 | $799K | Hold |
11,665
| – | – | 0.05% | 108 |
|
|
2016
Q3 | $832K | Hold |
11,665
| – | – | 0.06% | 94 |
|
|
2016
Q2 | $926K | Hold |
11,665
| – | – | 0.06% | 105 |
|
|
2016
Q1 | $861K | Hold |
11,665
| – | – | 0.05% | 107 |
|
|
2015
Q4 | $915K | Hold |
11,665
| – | – | 0.05% | 106 |
|
|
2015
Q3 | $810K | Buy |
11,665
+1,845
| +19% | +$128K | 0.05% | 109 |
|
|
2015
Q2 | $684K | Sell |
9,820
-210
| -2% | -$14.6K | 0.04% | 112 |
|
|
2015
Q1 | $670K | Hold |
10,030
| – | – | 0.04% | 112 |
|
|
2014
Q4 | $595K | Hold |
10,030
| – | – | 0.04% | 118 |
|
|
2014
Q3 | $577K | Buy |
10,030
+210
| +2% | +$12.1K | 0.03% | 119 |
|
|
2014
Q2 | $570K | Sell |
9,820
-100
| -1% | -$5.8K | 0.04% | 103 |
|
|
2014
Q1 | $566K | Hold |
9,920
| – | – | 0.03% | 119 |
|
|
2013
Q4 | $547K | Hold |
9,920
| – | – | 0.03% | 118 |
|
|
2013
Q3 | $515K | Buy |
9,920
+3,000
| +43% | +$156K | 0.03% | 116 |
|
|
2013
Q2 | $264K | Buy |
+6,920
| New | +$264K | 0.02% | 138 |
|