Atlantic Union Bankshares’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
54,944
+27,603
| +101% | +$7.53M | 0.34% | 76 |
|
|
2025
Q1 | $7.34M | Sell |
27,341
-17
| -0.1% | -$4.56K | 0.44% | 64 |
|
|
2024
Q4 | $9.15M | Buy |
27,358
+723
| +3% | +$242K | 0.53% | 52 |
|
|
2024
Q3 | $7.29M | Buy |
26,635
+4,564
| +21% | +$1.25M | 0.42% | 68 |
|
|
2024
Q2 | $5.67M | Buy |
22,071
+13,003
| +143% | +$3.34M | 0.35% | 70 |
|
|
2024
Q1 | $2.73M | Sell |
9,068
-218
| -2% | -$65.7K | 0.23% | 93 |
|
|
2023
Q4 | $2.44M | Sell |
9,286
-1,551
| -14% | -$408K | 0.23% | 96 |
|
|
2023
Q3 | $2.2M | Sell |
10,837
-1,461
| -12% | -$296K | 0.23% | 97 |
|
|
2023
Q2 | $2.6M | Sell |
12,298
-4,650
| -27% | -$982K | 0.26% | 88 |
|
|
2023
Q1 | $3.39M | Sell |
16,948
-1,889
| -10% | -$377K | 0.35% | 80 |
|
|
2022
Q4 | $2.5M | Sell |
18,837
-4,688
| -20% | -$622K | 0.27% | 96 |
|
|
2022
Q3 | $3.38M | Sell |
23,525
-253
| -1% | -$36.4K | 0.39% | 73 |
|
|
2022
Q2 | $3.93M | Sell |
23,778
-96
| -0.4% | -$15.8K | 0.4% | 73 |
|
|
2022
Q1 | $5.07M | Buy |
23,874
+1,853
| +8% | +$393K | 0.44% | 69 |
|
|
2021
Q4 | $5.6M | Buy |
22,021
+2,815
| +15% | +$715K | 0.47% | 65 |
|
|
2021
Q3 | $5.21M | Buy |
19,206
+12,049
| +168% | +$3.27M | 0.49% | 64 |
|
|
2021
Q2 | $1.75M | Buy |
7,157
+5,926
| +481% | +$1.45M | 0.17% | 113 |
|
|
2021
Q1 | $261K | Hold |
1,231
| – | – | 0.03% | 234 |
|
|
2020
Q4 | $274K | Hold |
1,231
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $309K | Sell |
1,231
-12
| -1% | -$3.01K | 0.04% | 205 |
|
|
2020
Q2 | $233K | Buy |
+1,243
| New | +$233K | 0.03% | 236 |
|