BB
Bell Bank’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,637
-2,303
| -29% | -$628K | 0.07% | 82 |
|
|
2025
Q1 | $2.13M | Sell |
7,940
-657
| -8% | -$176K | 0.12% | 67 |
|
|
2024
Q4 | $2.87M | Sell |
8,597
-64
| -0.7% | -$21.4K | 0.21% | 58 |
|
|
2024
Q3 | $2.37M | Buy |
8,661
+173
| +2% | +$47.4K | 0.28% | 57 |
|
|
2024
Q2 | $2.18M | Buy |
8,488
+788
| +10% | +$203K | 0.18% | 55 |
|
|
2024
Q1 | $2.32M | Sell |
7,700
-464
| -6% | -$140K | 0.2% | 55 |
|
|
2023
Q4 | $2.15M | Sell |
8,164
-481
| -6% | -$127K | 0.21% | 58 |
|
|
2023
Q3 | $1.75M | Sell |
8,645
-82
| -0.9% | -$16.6K | 0.19% | 67 |
|
|
2023
Q2 | $1.84M | Sell |
8,727
-367
| -4% | -$77.5K | 0.2% | 66 |
|
|
2023
Q1 | $1.82M | Sell |
9,094
-443
| -5% | -$88.5K | 0.19% | 65 |
|
|
2022
Q4 | $1.26M | Sell |
9,537
-478
| -5% | -$63.4K | 0.15% | 84 |
|
|
2022
Q3 | $1.44M | Sell |
10,015
-556
| -5% | -$79.9K | 0.18% | 71 |
|
|
2022
Q2 | $1.75M | Buy |
10,571
+1,466
| +16% | +$242K | 0.21% | 68 |
|
|
2022
Q1 | $1.93M | Buy |
9,105
+556
| +7% | +$118K | 0.22% | 67 |
|
|
2021
Q4 | $2.17M | Buy |
8,549
+513
| +6% | +$130K | 0.25% | 59 |
|
|
2021
Q3 | $2.18M | Buy |
8,036
+355
| +5% | +$96.3K | 0.27% | 57 |
|
|
2021
Q2 | $1.88M | Buy |
7,681
+84
| +1% | +$20.5K | 0.25% | 55 |
|
|
2021
Q1 | $1.61M | Buy |
7,597
+115
| +2% | +$24.4K | 0.23% | 58 |
|
|
2020
Q4 | $1.67M | Buy |
7,482
+127
| +2% | +$28.3K | 0.26% | 54 |
|
|
2020
Q3 | $1.85M | Buy |
7,355
+236
| +3% | +$59.3K | 0.32% | 50 |
|
|
2020
Q2 | $1.33M | Sell |
7,119
-83
| -1% | -$15.6K | 0.25% | 56 |
|
|
2020
Q1 | $1.04M | Buy |
7,202
+38
| +0.5% | +$5.47K | 0.23% | 55 |
|
|
2019
Q4 | $1.17M | Buy |
7,164
+82
| +1% | +$13.3K | 0.21% | 57 |
|
|
2019
Q3 | $1.05M | Sell |
7,082
-82
| -1% | -$12.2K | 0.2% | 62 |
|
|
2019
Q2 | $1.09M | Sell |
7,164
-118
| -2% | -$17.9K | 0.24% | 58 |
|
|
2019
Q1 | $1.15M | Sell |
7,282
-186
| -2% | -$29.5K | 0.31% | 51 |
|
|
2018
Q4 | $1.02M | Sell |
7,468
-54
| -0.7% | -$7.4K | 0.31% | 50 |
|
|
2018
Q3 | $1.2M | Buy |
7,522
+577
| +8% | +$91.7K | 0.37% | 49 |
|
|
2018
Q2 | $947K | Buy |
6,945
+2,017
| +41% | +$275K | 0.29% | 60 |
|
|
2018
Q1 | $573K | Buy |
4,928
+354
| +8% | +$41.2K | 0.18% | 75 |
|
|
2017
Q4 | $468K | Sell |
4,574
-44
| -1% | -$4.5K | 0.13% | 83 |
|
|
2017
Q3 | $431K | Sell |
4,618
-136
| -3% | -$12.7K | 0.13% | 83 |
|
|
2017
Q2 | $412K | Sell |
4,754
-76
| -2% | -$6.59K | 0.15% | 88 |
|
|
2017
Q1 | $398K | Buy |
4,830
+295
| +7% | +$24.3K | 0.15% | 84 |
|
|
2016
Q4 | $310K | Buy |
+4,535
| New | +$310K | 0.12% | 96 |
|
|
2016
Q3 | – | Sell |
-2,530
| Closed | -$201K | – | 120 |
|
|
2016
Q2 | $201K | Buy |
+2,530
| New | +$201K | 0.12% | 124 |
|