TF
Tompkins Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
571
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $153K | Hold |
571
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $191K | Hold |
571
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $156K | Hold |
571
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $147K | Hold |
571
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $172K | Hold |
571
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $150K | Hold |
571
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $116K | Hold |
571
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $121K | Hold |
571
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $114K | Sell |
571
-1,090
| -66% | -$218K | 0.02% | 243 |
|
|
2022
Q4 | $221K | Hold |
1,661
| – | – | 0.03% | 165 |
|
|
2022
Q3 | $239K | Sell |
1,661
-45
| -3% | -$6.48K | 0.04% | 156 |
|
|
2022
Q2 | $281K | Buy |
1,706
+292
| +21% | +$48.1K | 0.05% | 153 |
|
|
2022
Q1 | $301K | Buy |
1,414
+271
| +24% | +$57.7K | 0.04% | 158 |
|
|
2021
Q4 | $290K | Sell |
1,143
-103
| -8% | -$26.1K | 0.05% | 119 |
|
|
2021
Q3 | $338K | Buy |
+1,246
| New | +$338K | 0.06% | 110 |
|
|
2021
Q1 | $338K | Hold |
1,593
| – | – | 0.06% | 113 |
|
|
2020
Q4 | $354K | Sell |
1,593
-77
| -5% | -$17.1K | 0.06% | 111 |
|
|
2020
Q3 | $419K | Sell |
1,670
-7
| -0.4% | -$1.76K | 0.08% | 111 |
|
|
2020
Q2 | $314K | Sell |
1,677
-118
| -7% | -$22.1K | 0.07% | 122 |
|
|
2020
Q1 | $258K | Sell |
1,795
-16
| -0.9% | -$2.3K | 0.06% | 134 |
|
|
2019
Q4 | $294K | Sell |
1,811
-120
| -6% | -$19.5K | 0.05% | 147 |
|
|
2019
Q3 | $286K | Hold |
1,931
| – | – | 0.06% | 142 |
|
|
2019
Q2 | $293K | Hold |
1,931
| – | – | 0.06% | 141 |
|
|
2019
Q1 | $306K | Hold |
1,931
| – | – | 0.06% | 142 |
|
|
2018
Q4 | $265K | Sell |
1,931
-25
| -1% | -$3.43K | 0.06% | 146 |
|
|
2018
Q3 | $311K | Sell |
1,956
-73
| -4% | -$11.6K | 0.06% | 147 |
|
|
2018
Q2 | $277K | Sell |
2,029
-135
| -6% | -$18.4K | 0.06% | 154 |
|
|
2018
Q1 | $251K | Hold |
2,164
| – | – | 0.06% | 162 |
|
|
2017
Q4 | $222K | Hold |
2,164
| – | – | 0.05% | 156 |
|
|
2017
Q3 | $202K | Hold |
2,164
| – | – | 0.05% | 159 |
|
|
2017
Q2 | $187K | Hold |
2,164
| – | – | 0.05% | 159 |
|
|
2017
Q1 | $179K | Sell |
2,164
-556
| -20% | -$46K | 0.05% | 160 |
|
|
2016
Q4 | $187K | Buy |
2,720
+690
| +34% | +$47.4K | 0.05% | 150 |
|
|
2016
Q3 | $145K | Sell |
2,030
-118
| -5% | -$8.43K | 0.04% | 152 |
|
|
2016
Q2 | $171K | Hold |
2,148
| – | – | 0.05% | 162 |
|
|
2016
Q1 | $159K | Sell |
2,148
-763
| -26% | -$56.5K | 0.05% | 162 |
|
|
2015
Q4 | $228K | Buy |
2,911
+89
| +3% | +$6.97K | 0.07% | 153 |
|
|
2015
Q3 | $196K | Hold |
2,822
| – | – | 0.06% | 156 |
|
|
2015
Q2 | $197K | Sell |
2,822
-209
| -7% | -$14.6K | 0.05% | 163 |
|
|
2015
Q1 | $203K | Buy |
3,031
+592
| +24% | +$39.6K | 0.05% | 162 |
|
|
2014
Q4 | $145K | Buy |
2,439
+1,022
| +72% | +$60.8K | 0.04% | 170 |
|
|
2014
Q3 | $82K | Hold |
1,417
| – | – | 0.02% | 207 |
|
|
2014
Q2 | $82K | Buy |
+1,417
| New | +$82K | 0.02% | 215 |
|
|
2013
Q3 | – | Sell |
-456
| Closed | -$17K | – | 476 |
|
|
2013
Q2 | $17K | Buy |
+456
| New | +$17K | 0.01% | 367 |
|