Bank OZK’s Salesforce CRM Stock Holding History

Bank OZK’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	4,020 -268	-6%	-$73.1K	0.42%	75
2025 Q1	$1.15M	Sell	4,288 -87	-2%	-$23.3K	0.48%	74
2024 Q4	$1.46M	Sell	4,375 -191	-4%	-$63.9K	0.61%	60
2024 Q3	$1.25M	Sell	4,566 -145	-3%	-$39.7K	0.52%	70
2024 Q2	$1.21M	Buy	4,711 +266	+6%	+$68.4K	0.52%	65
2024 Q1	$1.34M	Sell	4,445 -114	-3%	-$34.3K	0.6%	64
2023 Q4	$1.2M	Sell	4,559 -309	-6%	-$81.3K	0.59%	63
2023 Q3	$987K	Sell	4,868 -3,513	-42%	-$712K	0.54%	67
2023 Q2	$1.77M	Sell	8,381 -2,364	-22%	-$499K	0.84%	37
2023 Q1	$2.15M	Sell	10,745 -615	-5%	-$123K	1.06%	32
2022 Q4	$1.51M	Sell	11,360 -305	-3%	-$40.4K	0.75%	48
2022 Q3	$1.68M	Buy	11,665 +139	+1%	+$20K	0.91%	41
2022 Q2	$1.9M	Buy	11,526 +1,264	+12%	+$209K	0.96%	42
2022 Q1	$2.18M	Buy	10,262 +1,349	+15%	+$286K	0.93%	40
2021 Q4	$2.27M	Sell	8,913 -59	-0.7%	-$15K	0.92%	39
2021 Q3	$2.43M	Buy	8,972 +64	+0.7%	+$17.4K	1.1%	34
2021 Q2	$2.18M	Buy	8,908 +199	+2%	+$48.6K	0.96%	38
2021 Q1	$1.85M	Buy	8,709 +190	+2%	+$40.3K	0.85%	44
2020 Q4	$1.9M	Sell	8,519 -143	-2%	-$31.8K	0.93%	40
2020 Q3	$2.18M	Sell	8,662 -287	-3%	-$72.1K	1.16%	32
2020 Q2	$1.68M	Buy	8,949 +558	+7%	+$105K	0.95%	38
2020 Q1	$1.21M	Buy	8,391 +251	+3%	+$36.2K	0.66%	49
2019 Q4	$1.32M	Buy	8,140 +362	+5%	+$58.9K	0.52%	54
2019 Q3	$1.16M	Sell	7,778 -88	-1%	-$13.1K	0.51%	54
2019 Q2	$1.19M	Buy	7,866 +530	+7%	+$80.4K	0.52%	52
2019 Q1	$1.16M	Sell	7,336 -3,925	-35%	-$621K	0.51%	52
2018 Q4	$1.54M	Sell	11,261 -1,368	-11%	-$187K	0.78%	35
2018 Q3	$2.01M	Sell	12,629 -150	-1%	-$23.9K	0.8%	27
2018 Q2	$1.74M	Buy	12,779 +882	+7%	+$120K	0.69%	32
2018 Q1	$1.38M	Sell	11,897 -736	-6%	-$85.6K	0.55%	47
2017 Q4	$1.29M	Buy	12,633 +903	+8%	+$92.4K	0.49%	47
2017 Q3	$1.1M	Buy	11,730 +1,880	+19%	+$176K	0.45%	47
2017 Q2	$853K	Buy	9,850 +360	+4%	+$31.2K	0.3%	61
2017 Q1	$783K	Buy	+9,490	New	+$783K	0.25%	66