Welch & Forbes’s Salesforce CRM Stock Holding History

Welch & Forbes’s Portfolio CRM Stock Details CRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.52M	Sell	9,253 -273	-3%	-$74.4K	0.03%	167
2025 Q1	$2.56M	Buy	9,526 +131	+1%	+$35.2K	0.03%	167
2024 Q4	$3.14M	Buy	9,395 +316	+3%	+$106K	0.04%	151
2024 Q3	$2.49M	Sell	9,079 -165	-2%	-$45.2K	0.03%	174
2024 Q2	$2.34M	Buy	9,244 +353	+4%	+$89.4K	0.03%	173
2024 Q1	$2.68M	Sell	8,891 -1,368	-13%	-$412K	0.04%	161
2023 Q4	$2.7M	Hold	10,259	–	–	0.04%	163
2023 Q3	$2.08M	Buy	10,259 +88	+0.9%	+$17.8K	0.03%	176
2023 Q2	$2.15M	Sell	10,171 -26	-0.3%	-$5.49K	0.03%	177
2023 Q1	$2.04M	Sell	10,197 -298	-3%	-$59.5K	0.03%	174
2022 Q4	$1.39M	Buy	10,495 +45	+0.4%	+$5.97K	0.02%	189
2022 Q3	$1.5M	Buy	10,450 +317	+3%	+$45.6K	0.03%	192
2022 Q2	$1.67M	Sell	10,133 -1,000	-9%	-$165K	0.03%	187
2022 Q1	$2.36M	Hold	11,133	–	–	0.04%	166
2021 Q4	$2.83M	Hold	11,133	–	–	0.04%	164
2021 Q3	$3.02M	Sell	11,133 -44	-0.4%	-$11.9K	0.05%	158
2021 Q2	$2.73M	Buy	11,177 +5,082	+83%	+$1.24M	0.05%	161
2021 Q1	$1.29M	Buy	6,095 +244	+4%	+$51.7K	0.02%	204
2020 Q4	$1.3M	Buy	5,851 +794	+16%	+$177K	0.03%	195
2020 Q3	$1.27M	Buy	5,057 +268	+6%	+$67.4K	0.03%	181
2020 Q2	$898K	Buy	4,789 +390	+9%	+$73.1K	0.02%	201
2020 Q1	$634K	Sell	4,399 -66	-1%	-$9.51K	0.02%	218
2019 Q4	$727K	Buy	4,465 +175	+4%	+$28.5K	0.02%	231
2019 Q3	$637K	Buy	4,290 +686	+19%	+$102K	0.02%	242
2019 Q2	$547K	Sell	3,604 -568	-14%	-$86.2K	0.01%	249
2019 Q1	$661K	Buy	4,172 +78	+2%	+$12.4K	0.02%	233
2018 Q4	$560K	Hold	4,094	–	–	0.02%	239
2018 Q3	$651K	Hold	4,094	–	–	0.02%	235
2018 Q2	$558K	Buy	4,094 +1,600	+64%	+$218K	0.01%	239
2018 Q1	$290K	Sell	2,494 -196	-7%	-$22.8K	0.01%	311
2017 Q4	$275K	Buy	2,690 +48	+2%	+$4.91K	0.01%	300
2017 Q3	$247K	Sell	2,642 -330	-11%	-$30.9K	0.01%	306
2017 Q2	$257K	Buy	2,972 +306	+11%	+$26.5K	0.01%	312
2017 Q1	$219K	Buy	+2,666	New	+$219K	0.01%	321