Thompson Davis & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $265K | Buy |
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|
2018
Q3 | $523K | Buy |
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|
2018
Q2 | $424K | Buy |
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|
2018
Q1 | $329K | Buy |
|
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|
2017
Q4 | $279K | Sell |
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|
2017
Q3 | $334K | Buy |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $259K | Buy |
|
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|
2016
Q4 | $14K | Buy |
|
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|
2016
Q3 | $7K | Sell |
|
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|
2016
Q2 | $17K | Buy |
|
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|
2016
Q1 | $5K | Sell |
|
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|
2015
Q4 | $85K | Sell |
|
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|
2015
Q3 | $136K | Sell |
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|
2015
Q2 | $151K | Buy |
|
|||||
|
2015
Q1 | $41K | Buy |
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|
2014
Q4 | $11K | Buy |
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|
2014
Q3 | $6K | Buy |
|
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $123K | Buy |
|
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|
2013
Q4 | $90K | Buy |
|