Cadence Bank’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
4,408
+36
+0.8% +$9.82K 0.08% 156
2025
Q1
$1.17M Buy
+4,372
New +$1.17M 0.08% 151
2024
Q2
Sell
-672
Closed -$202K 300
2024
Q1
$202K Buy
+672
New +$202K 0.01% 328