BT
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Banque Transatlantique’s Salesforce CRM Stock Holding History

Banque Transatlantique’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 		$17.7M Sell
64,582
-219,936
-77% -$60.2M 0.49% 32
2025
Q1 		$70.6M Buy
284,518
+221,290
+350% +$54.9M 1.32% 13
2024
Q4 		$20.9M Buy
+63,228
New +$20.9M 0.53% 34