Canandaigua National Bank & Trust’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.84M Buy
2025
Q2
$3.11M Sell
2025
Q1
$3.13M Buy
2024
Q4
$3.79M Buy
2024
Q3
$3.01M Sell
2024
Q2
$4.16M Sell
2024
Q1
$5.14M Sell
2023
Q4
$4.74M Buy
2023
Q3
$3.38M Buy
2023
Q2
$3.18M Sell
2023
Q1
$3.68M Buy
2020
Q1
$2.37M Buy
2019
Q4
$1.62M Buy
2019
Q3
$505K Buy