Bank of Marin’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
4,450
+57
| +1% | +$15.5K | 0.92% | 29 |
|
|
2025
Q1 | $1.18M | Buy |
4,393
+232
| +6% | +$62.3K | 1.5% | 17 |
|
|
2024
Q4 | $1.39M | Sell |
4,161
-57
| -1% | -$19.1K | 1.1% | 24 |
|
|
2024
Q3 | $1.15M | Buy |
4,218
+9
| +0.2% | +$2.46K | 0.93% | 29 |
|
|
2024
Q2 | $1.08M | Sell |
4,209
-132
| -3% | -$33.9K | 0.93% | 27 |
|
|
2024
Q1 | $1.31M | Sell |
4,341
-294
| -6% | -$88.5K | 1.15% | 25 |
|
|
2023
Q4 | $1.22M | Sell |
4,635
-292
| -6% | -$76.8K | 1.09% | 24 |
|
|
2023
Q3 | $999K | Sell |
4,927
-352
| -7% | -$71.4K | 0.97% | 30 |
|
|
2023
Q2 | $1.12M | Sell |
5,279
-216
| -4% | -$45.6K | 1.04% | 25 |
|
|
2023
Q1 | $1.1M | Buy |
5,495
+239
| +5% | +$47.7K | 1.05% | 25 |
|
|
2022
Q4 | $697K | Sell |
5,256
-3,823
| -42% | -$507K | 0.65% | 59 |
|
|
2022
Q3 | $1.31M | Sell |
9,079
-398
| -4% | -$57.3K | 1.29% | 20 |
|
|
2022
Q2 | $1.56M | Sell |
9,477
-1,336
| -12% | -$220K | 1.38% | 18 |
|
|
2022
Q1 | $2.3M | Sell |
10,813
-377
| -3% | -$80.1K | 1.67% | 12 |
|
|
2021
Q4 | $2.84M | Sell |
11,190
-761
| -6% | -$193K | 1.89% | 10 |
|
|
2021
Q3 | $3.24M | Sell |
11,951
-49
| -0.4% | -$13.3K | 2.37% | 5 |
|
|
2021
Q2 | $2.93M | Buy |
12,000
+43
| +0.4% | +$10.5K | 2.14% | 6 |
|
|
2021
Q1 | $2.53M | Buy |
11,957
+1,962
| +20% | +$416K | 2% | 8 |
|
|
2020
Q4 | $2.22M | Buy |
9,995
+376
| +4% | +$83.7K | 1.87% | 7 |
|
|
2020
Q3 | $2.42M | Buy |
9,619
+285
| +3% | +$71.6K | 2.48% | 6 |
|
|
2020
Q2 | $1.75M | Buy |
9,334
+2,198
| +31% | +$412K | 2% | 9 |
|
|
2020
Q1 | $1.03M | Hold |
7,136
| – | – | 1.4% | 21 |
|
|
2019
Q4 | $1.16M | Buy |
+7,136
| New | +$1.16M | 1.17% | 25 |
|