American National Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
1,847
+37
| +2% | +$10.1K | 0.05% | 165 |
|
|
2025
Q1 | $486K | Buy |
1,810
+225
| +14% | +$60.4K | 0.05% | 155 |
|
|
2024
Q4 | $530K | Sell |
1,585
-50
| -3% | -$16.7K | 0.06% | 136 |
|
|
2024
Q3 | $448K | Sell |
1,635
-22
| -1% | -$6.02K | 0.05% | 140 |
|
|
2024
Q2 | $426K | Sell |
1,657
-1,571
| -49% | -$404K | 0.05% | 147 |
|
|
2024
Q1 | $972K | Hold |
3,228
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $849K | Buy |
3,228
+13
| +0.4% | +$3.42K | 0.13% | 94 |
|
|
2023
Q3 | $652K | Buy |
3,215
+30
| +0.9% | +$6.08K | 0.11% | 99 |
|
|
2023
Q2 | $673K | Hold |
3,185
| – | – | 0.11% | 96 |
|
|
2023
Q1 | $636K | Buy |
3,185
+50
| +2% | +$9.99K | 0.12% | 95 |
|
|
2022
Q4 | $416K | Buy |
3,135
+1,798
| +134% | +$239K | 0.09% | 108 |
|
|
2022
Q3 | $192K | Buy |
1,337
+82
| +7% | +$11.8K | 0.05% | 120 |
|
|
2022
Q2 | $207K | Hold |
1,255
| – | – | 0.05% | 109 |
|
|
2022
Q1 | $266K | Buy |
1,255
+131
| +12% | +$27.8K | 0.05% | 112 |
|
|
2021
Q4 | $286K | Buy |
1,124
+80
| +8% | +$20.4K | 0.06% | 110 |
|
|
2021
Q3 | $283K | Buy |
1,044
+138
| +15% | +$37.4K | 0.06% | 98 |
|
|
2021
Q2 | $221K | Buy |
906
+106
| +13% | +$25.9K | 0.05% | 105 |
|
|
2021
Q1 | $169K | Hold |
800
| – | – | 0.04% | 110 |
|
|
2020
Q4 | $178K | Hold |
800
| – | – | 0.05% | 97 |
|
|
2020
Q3 | $201K | Hold |
800
| – | – | 0.06% | 90 |
|
|
2020
Q2 | $150K | Hold |
800
| – | – | 0.05% | 97 |
|
|
2020
Q1 | $115K | Hold |
800
| – | – | 0.05% | 103 |
|
|
2019
Q4 | $130K | Hold |
800
| – | – | 0.04% | 101 |
|
|
2019
Q3 | $119K | Buy |
800
+300
| +60% | +$44.6K | 0.04% | 104 |
|
|
2019
Q2 | $76K | Buy |
+500
| New | +$76K | 0.02% | 110 |
|
|
2018
Q4 | – | Sell |
-215
| Closed | -$34K | – | 163 |
|
|
2018
Q3 | $34K | Hold |
215
| – | – | 0.01% | 152 |
|
|
2018
Q2 | $29K | Hold |
215
| – | – | 0.01% | 174 |
|
|
2018
Q1 | $25K | Hold |
215
| – | – | 0.01% | 185 |
|
|
2017
Q4 | $22K | Hold |
215
| – | – | 0.01% | 187 |
|
|
2017
Q3 | $20K | Hold |
215
| – | – | 0.01% | 198 |
|
|
2017
Q2 | $19K | Hold |
215
| – | – | 0.01% | 205 |
|
|
2017
Q1 | $18K | Sell |
215
-24
| -10% | -$2.01K | 0.01% | 206 |
|
|
2016
Q4 | $16K | Buy |
239
+24
| +11% | +$1.61K | 0.01% | 210 |
|
|
2016
Q3 | $15K | Hold |
215
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $17K | Buy |
+215
| New | +$17K | 0.01% | 190 |
|