CNBT
Canandaigua National Bank & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
11,399
-272
| -2% | -$74.2K | 0.29% | 82 |
|
|
2025
Q1 | $3.13M | Buy |
11,671
+339
| +3% | +$91K | 0.31% | 75 |
|
|
2024
Q4 | $3.79M | Buy |
11,332
+344
| +3% | +$115K | 0.37% | 64 |
|
|
2024
Q3 | $3.01M | Sell |
10,988
-5,206
| -32% | -$1.42M | 0.29% | 83 |
|
|
2024
Q2 | $4.16M | Sell |
16,194
-863
| -5% | -$222K | 0.45% | 51 |
|
|
2024
Q1 | $5.14M | Sell |
17,057
-955
| -5% | -$288K | 0.76% | 36 |
|
|
2023
Q4 | $4.74M | Buy |
18,012
+1,360
| +8% | +$358K | 0.73% | 36 |
|
|
2023
Q3 | $3.38M | Buy |
16,652
+1,602
| +11% | +$325K | 0.55% | 49 |
|
|
2023
Q2 | $3.18M | Sell |
15,050
-3,355
| -18% | -$709K | 0.52% | 52 |
|
|
2023
Q1 | $3.68M | Buy |
+18,405
| New | +$3.68M | 0.62% | 43 |
|
|
2020
Q1 | $2.37M | Buy |
16,433
+6,479
| +65% | +$933K | 0.5% | 60 |
|
|
2019
Q4 | $1.62M | Buy |
9,954
+6,553
| +193% | +$1.07M | 0.27% | 99 |
|
|
2019
Q3 | $505K | Buy |
+3,401
| New | +$505K | 0.09% | 165 |
|