Central Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
6,466
-69
| -1% | -$18.8K | 0.29% | 75 |
|
|
2025
Q1 | $1.75M | Buy |
6,535
+207
| +3% | +$55.6K | 0.29% | 75 |
|
|
2024
Q4 | $2.12M | Sell |
6,328
-26
| -0.4% | -$8.69K | 0.32% | 68 |
|
|
2024
Q3 | $1.74M | Sell |
6,354
-6
| -0.1% | -$1.64K | 0.24% | 79 |
|
|
2024
Q2 | $1.64M | Buy |
6,360
+2,561
| +67% | +$658K | 0.23% | 75 |
|
|
2024
Q1 | $1.14M | Buy |
3,799
+1,267
| +50% | +$382K | 0.16% | 93 |
|
|
2023
Q4 | $666K | Sell |
2,532
-1,449
| -36% | -$381K | 0.1% | 123 |
|
|
2023
Q3 | $807K | Sell |
3,981
-155
| -4% | -$31.4K | 0.14% | 106 |
|
|
2023
Q2 | $874K | Buy |
4,136
+466
| +13% | +$98.4K | 0.15% | 105 |
|
|
2023
Q1 | $733K | Buy |
3,670
+87
| +2% | +$17.4K | 0.13% | 114 |
|
|
2022
Q4 | $475K | Sell |
3,583
-27
| -0.7% | -$3.58K | 0.09% | 132 |
|
|
2022
Q3 | $519K | Sell |
3,610
-1,529
| -30% | -$220K | 0.11% | 126 |
|
|
2022
Q2 | $848K | Sell |
5,139
-654
| -11% | -$108K | 0.17% | 102 |
|
|
2022
Q1 | $1.23M | Sell |
5,793
-160
| -3% | -$34K | 0.2% | 88 |
|
|
2021
Q4 | $1.51M | Sell |
5,953
-72
| -1% | -$18.3K | 0.23% | 80 |
|
|
2021
Q3 | $1.63M | Sell |
6,025
-58
| -1% | -$15.7K | 0.27% | 74 |
|
|
2021
Q2 | $1.49M | Buy |
6,083
+38
| +0.6% | +$9.28K | 0.24% | 78 |
|
|
2021
Q1 | $1.28M | Sell |
6,045
-140
| -2% | -$29.7K | 0.22% | 83 |
|
|
2020
Q4 | $1.38M | Sell |
6,185
-624
| -9% | -$139K | 0.24% | 82 |
|
|
2020
Q3 | $1.71M | Sell |
6,809
-546
| -7% | -$137K | 0.32% | 74 |
|
|
2020
Q2 | $1.38M | Sell |
7,355
-2,550
| -26% | -$478K | 0.27% | 79 |
|
|
2020
Q1 | $1.43M | Sell |
9,905
-1,087
| -10% | -$156K | 0.34% | 70 |
|
|
2019
Q4 | $1.79M | Sell |
10,992
-2,444
| -18% | -$398K | 0.35% | 71 |
|
|
2019
Q3 | $1.99M | Sell |
13,436
-1,082
| -7% | -$161K | 0.43% | 64 |
|
|
2019
Q2 | $2.2M | Sell |
14,518
-963
| -6% | -$146K | 0.5% | 57 |
|
|
2019
Q1 | $2.45M | Buy |
15,481
+681
| +5% | +$108K | 0.55% | 55 |
|
|
2018
Q4 | $2.03M | Sell |
14,800
-707
| -5% | -$96.8K | 0.51% | 55 |
|
|
2018
Q3 | $2.47M | Sell |
15,507
-2,078
| -12% | -$330K | 0.57% | 53 |
|
|
2018
Q2 | $2.4M | Sell |
17,585
-909
| -5% | -$124K | 0.6% | 59 |
|
|
2018
Q1 | $2.15M | Sell |
18,494
-2,165
| -10% | -$252K | 0.54% | 62 |
|
|
2017
Q4 | $2.11M | Sell |
20,659
-2,541
| -11% | -$260K | 0.51% | 62 |
|
|
2017
Q3 | $2.17M | Sell |
23,200
-432
| -2% | -$40.4K | 0.54% | 58 |
|
|
2017
Q2 | $2.05M | Sell |
23,632
-866
| -4% | -$75K | 0.53% | 58 |
|
|
2017
Q1 | $2.02M | Sell |
24,498
-3,164
| -11% | -$261K | 0.52% | 60 |
|
|
2016
Q4 | $1.89M | Sell |
27,662
-606
| -2% | -$41.5K | 0.51% | 60 |
|
|
2016
Q3 | $2.02M | Sell |
28,268
-2,500
| -8% | -$178K | 0.57% | 55 |
|
|
2016
Q2 | $2.44M | Sell |
30,768
-1,027
| -3% | -$81.5K | 0.7% | 49 |
|
|
2016
Q1 | $2.35M | Sell |
31,795
-2,471
| -7% | -$182K | 0.66% | 52 |
|
|
2015
Q4 | $2.69M | Buy |
34,266
+5,386
| +19% | +$422K | 0.78% | 44 |
|
|
2015
Q3 | $2.01M | Buy |
28,880
+1,950
| +7% | +$135K | 0.66% | 48 |
|
|
2015
Q2 | $1.88M | Buy |
26,930
+20,364
| +310% | +$1.42M | 0.6% | 56 |
|
|
2015
Q1 | $439K | Buy |
6,566
+2,836
| +76% | +$190K | 0.15% | 92 |
|
|
2014
Q4 | $221K | Buy |
3,730
+1,971
| +112% | +$117K | 0.08% | 122 |
|
|
2014
Q3 | $101K | Sell |
1,759
-36,768
| -95% | -$2.11M | 0.04% | 146 |
|
|
2014
Q2 | $2.13M | Sell |
38,527
-15,944
| -29% | -$880K | 0.82% | 43 |
|
|
2014
Q1 | $3.11M | Buy |
54,471
+15,944
| +41% | +$910K | 1.21% | 24 |
|
|
2013
Q4 | $2.13M | Buy |
+38,527
| New | +$2.13M | 0.82% | 43 |
|