Trust Company’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 | $1.26M | Buy |
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|
2025
Q2 | $10.4K | Sell |
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|
2025
Q1 | $26.3K | Buy |
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|
2024
Q4 | $20.1K | Hold |
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|
2024
Q3 | $16.4K | Hold |
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|
2024
Q2 | $15.4K | Hold |
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|
2024
Q1 | $18.1K | Hold |
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|
2023
Q4 | $15.8K | Hold |
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|
2023
Q3 | $12.2K | Hold |
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|
2023
Q2 | $12.7K | Hold |
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|
2023
Q1 | $12K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $57K | Sell |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $118K | Hold |
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|
2019
Q3 | $107K | Sell |
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|
2019
Q2 | $144K | Sell |
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|
2019
Q1 | $3.2M | Sell |
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|
2018
Q4 | $4.1M | Sell |
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|
2018
Q3 | $5.97M | Buy |
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|
2018
Q2 | $4.91M | Buy |
|