Bank of the West’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.94M | Sell |
29,734
-1,555
| -5% | -$206K | 0.46% | 66 |
|
|
2022
Q3 | $4.5M | Buy |
31,289
+332
| +1% | +$47.8K | 0.59% | 48 |
|
|
2022
Q2 | $5.11M | Sell |
30,957
-8,102
| -21% | -$1.34M | 0.65% | 43 |
|
|
2022
Q1 | $8.29M | Sell |
39,059
-863
| -2% | -$183K | 0.86% | 32 |
|
|
2021
Q4 | $10.1M | Sell |
39,922
-1,035
| -3% | -$263K | 0.96% | 27 |
|
|
2021
Q3 | $11.1M | Buy |
40,957
+189
| +0.5% | +$51.3K | 1.16% | 21 |
|
|
2021
Q2 | $9.96M | Sell |
40,768
-14,963
| -27% | -$3.65M | 1.01% | 24 |
|
|
2021
Q1 | $11.8M | Sell |
55,731
-3,808
| -6% | -$807K | 1.33% | 15 |
|
|
2020
Q4 | $13.3M | Sell |
59,539
-563
| -0.9% | -$125K | 1.55% | 13 |
|
|
2020
Q3 | $15.1M | Sell |
60,102
-17,696
| -23% | -$4.45M | 2.03% | 9 |
|
|
2020
Q2 | $14.6M | Sell |
77,798
-784
| -1% | -$147K | 1.97% | 9 |
|
|
2020
Q1 | $11.3M | Sell |
78,582
-6,365
| -7% | -$916K | 1.76% | 11 |
|
|
2019
Q4 | $13.8M | Buy |
84,947
+17,511
| +26% | +$2.85M | 1.62% | 14 |
|
|
2019
Q3 | $10M | Buy |
67,436
+3,903
| +6% | +$579K | 1.21% | 19 |
|
|
2019
Q2 | $9.64M | Buy |
63,533
+2,100
| +3% | +$319K | 1.13% | 21 |
|
|
2019
Q1 | $9.73M | Sell |
61,433
-729
| -1% | -$115K | 1.14% | 21 |
|
|
2018
Q4 | $8.51M | Buy |
62,162
+2,869
| +5% | +$393K | 1.02% | 21 |
|
|
2018
Q3 | $9.43M | Buy |
59,293
+252
| +0.4% | +$40.1K | 1.1% | 21 |
|
|
2018
Q2 | $8.05M | Sell |
59,041
-10,034
| -15% | -$1.37M | 0.99% | 25 |
|
|
2018
Q1 | $8.03M | Sell |
69,075
-2,051
| -3% | -$239K | 1.01% | 25 |
|
|
2017
Q4 | $7.27M | Buy |
71,126
+4,897
| +7% | +$501K | 0.91% | 29 |
|
|
2017
Q3 | $6.19M | Sell |
66,229
-1,077
| -2% | -$101K | 0.78% | 39 |
|
|
2017
Q2 | $5.83M | Sell |
67,306
-4,106
| -6% | -$356K | 0.75% | 40 |
|
|
2017
Q1 | $5.89M | Buy |
71,412
+3,297
| +5% | +$272K | 0.74% | 39 |
|
|
2016
Q4 | $4.66M | Buy |
68,115
+41,192
| +153% | +$2.82M | 0.65% | 50 |
|
|
2016
Q3 | $1.92M | Buy |
26,923
+8,417
| +45% | +$601K | 0.27% | 110 |
|
|
2016
Q2 | $1.47M | Buy |
+18,506
| New | +$1.47M | 0.21% | 125 |
|