Bank of Stockton’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
1,448
+26
| +2% | +$7.09K | 0.12% | 96 |
|
|
2025
Q1 | $382K | Buy |
1,422
+53
| +4% | +$14.2K | 0.12% | 102 |
|
|
2024
Q4 | $458K | Buy |
1,369
+156
| +13% | +$52.2K | 0.14% | 91 |
|
|
2024
Q3 | $332K | Sell |
1,213
-238
| -16% | -$65.1K | 0.1% | 117 |
|
|
2024
Q2 | $373K | Buy |
1,451
+538
| +59% | +$138K | 0.12% | 103 |
|
|
2024
Q1 | $275K | Buy |
+913
| New | +$275K | 0.08% | 116 |
|