Welch & Forbes’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
|
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|
2025
Q1 | $2.56M | Buy |
|
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|
2024
Q4 | $3.14M | Buy |
|
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|
2024
Q3 | $2.49M | Sell |
|
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|
2024
Q2 | $2.34M | Buy |
|
|||||
|
2024
Q1 | $2.68M | Sell |
|
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|
2023
Q4 | $2.7M | Hold |
|
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|
2023
Q3 | $2.08M | Buy |
|
|||||
|
2023
Q2 | $2.15M | Sell |
|
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|
2023
Q1 | $2.04M | Sell |
|
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|
2022
Q4 | $1.39M | Buy |
|
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|
2022
Q3 | $1.5M | Buy |
|
|||||
|
2022
Q2 | $1.67M | Sell |
|
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|
2022
Q1 | $2.36M | Hold |
|
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|
2021
Q4 | $2.83M | Hold |
|
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|
2021
Q3 | $3.02M | Sell |
|
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|
2021
Q2 | $2.73M | Buy |
|
|||||
|
2021
Q1 | $1.29M | Buy |
|
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|
2020
Q4 | $1.3M | Buy |
|
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|
2020
Q3 | $1.27M | Buy |
|
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|
2020
Q2 | $898K | Buy |
|
|||||
|
2020
Q1 | $634K | Sell |
|
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|
2019
Q4 | $727K | Buy |
|
|||||
|
2019
Q3 | $637K | Buy |
|
|||||
|
2019
Q2 | $547K | Sell |
|
|||||
|
2019
Q1 | $661K | Buy |
|
|||||
|
2018
Q4 | $560K | Hold |
|
|||||
|
2018
Q3 | $651K | Hold |
|
|||||
|
2018
Q2 | $558K | Buy |
|
|||||
|
2018
Q1 | $290K | Sell |
|
|||||
|
2017
Q4 | $275K | Buy |
|
|||||
|
2017
Q3 | $247K | Sell |
|
|||||
|
2017
Q2 | $257K | Buy |
|
|||||
|
2017
Q1 | $219K | Buy |
|