Tompkins Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $135K | Hold |
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|
2025
Q2 | $156K | Hold |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $156K | Hold |
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|
2024
Q2 | $147K | Hold |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $354K | Sell |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $294K | Sell |
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|
2019
Q3 | $286K | Hold |
|
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $306K | Hold |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $277K | Sell |
|
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|
2018
Q1 | $251K | Hold |
|
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|
2017
Q4 | $222K | Hold |
|
|||||
|
2017
Q3 | $202K | Hold |
|
|||||
|
2017
Q2 | $187K | Hold |
|
|||||
|
2017
Q1 | $179K | Sell |
|
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|
2016
Q4 | $187K | Buy |
|
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|
2016
Q3 | $145K | Sell |
|
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|
2016
Q2 | $171K | Hold |
|
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|
2016
Q1 | $159K | Sell |
|
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|
2015
Q4 | $228K | Buy |
|
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|
2015
Q3 | $196K | Hold |
|
|||||
|
2015
Q2 | $197K | Sell |
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|
2015
Q1 | $203K | Buy |
|
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|
2014
Q4 | $145K | Buy |
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|
2014
Q3 | $82K | Hold |
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|
2014
Q2 | $82K | Buy |
|
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $17K | Buy |
|