AMG National Trust Bank’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 | $2.03M | Buy |
|
|||||
|
2025
Q1 | $1.92M | Sell |
|
|||||
|
2024
Q4 | $2.78M | Sell |
|
|||||
|
2024
Q3 | $2.28M | Sell |
|
|||||
|
2024
Q2 | $2.23M | Buy |
|
|||||
|
2024
Q1 | $2.56M | Buy |
|
|||||
|
2023
Q4 | $2.18M | Buy |
|
|||||
|
2023
Q3 | $1.51M | Buy |
|
|||||
|
2023
Q2 | $1.05M | Buy |
|
|||||
|
2023
Q1 | $359K | Sell |
|
|||||
|
2022
Q4 | $264K | Sell |
|
|||||
|
2022
Q3 | $578K | Buy |
|
|||||
|
2022
Q2 | $603K | Sell |
|
|||||
|
2022
Q1 | $863K | Sell |
|
|||||
|
2021
Q4 | $1.06M | Sell |
|
|||||
|
2021
Q3 | $1.2M | Buy |
|
|||||
|
2021
Q2 | $1.04M | Sell |
|
|||||
|
2021
Q1 | $908K | Buy |
|
|||||
|
2020
Q4 | $910K | Buy |
|
|||||
|
2020
Q3 | $667K | Buy |
|
|||||
|
2020
Q2 | $423K | Buy |
|