Central Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.69M | Buy |
28,190
+938
| +3% | +$256K | 0.18% | 96 |
|
2025
Q1 | $7.31M | Buy |
27,252
+1,810
| +7% | +$486K | 0.18% | 90 |
|
2024
Q4 | $8.51M | Buy |
25,442
+1,850
| +8% | +$619K | 0.21% | 84 |
|
2024
Q3 | $6.46M | Sell |
23,592
-1,320
| -5% | -$361K | 0.15% | 111 |
|
2024
Q2 | $6.4M | Sell |
24,912
-61
| -0.2% | -$15.7K | 0.16% | 107 |
|
2024
Q1 | $7.52M | Buy |
24,973
+220
| +0.9% | +$66.3K | 0.19% | 100 |
|
2023
Q4 | $6.51M | Buy |
24,753
+38
| +0.2% | +$10K | 0.17% | 106 |
|
2023
Q3 | $5.01M | Buy |
24,715
+616
| +3% | +$125K | 0.14% | 121 |
|
2023
Q2 | $5.09M | Sell |
24,099
-1,954
| -8% | -$413K | 0.14% | 125 |
|
2023
Q1 | $5.2M | Sell |
26,053
-2,646
| -9% | -$529K | 0.15% | 119 |
|
2022
Q4 | $3.81M | Sell |
28,699
-10,230
| -26% | -$1.36M | 0.12% | 152 |
|
2022
Q3 | $5.6M | Sell |
38,929
-1,576
| -4% | -$227K | 0.19% | 98 |
|
2022
Q2 | $6.69M | Sell |
40,505
-498
| -1% | -$82.2K | 0.22% | 87 |
|
2022
Q1 | $8.71M | Sell |
41,003
-299
| -0.7% | -$63.5K | 0.25% | 83 |
|
2021
Q4 | $10.5M | Buy |
41,302
+3,134
| +8% | +$796K | 0.3% | 69 |
|
2021
Q3 | $10.4M | Sell |
38,168
-6,910
| -15% | -$1.87M | 0.37% | 60 |
|
2021
Q2 | $11M | Sell |
45,078
-6,143
| -12% | -$1.5M | 0.4% | 54 |
|
2021
Q1 | $10.9M | Sell |
51,221
-791
| -2% | -$168K | 0.42% | 53 |
|
2020
Q4 | $11.6M | Buy |
52,012
+11,461
| +28% | +$2.55M | 0.47% | 48 |
|
2020
Q3 | $10.2M | Buy |
40,551
+1,408
| +4% | +$354K | 0.46% | 52 |
|
2020
Q2 | $7.33M | Buy |
39,143
+1,641
| +4% | +$307K | 0.37% | 66 |
|
2020
Q1 | $5.4M | Buy |
37,502
+2,203
| +6% | +$317K | 0.33% | 76 |
|
2019
Q4 | $5.74M | Sell |
35,299
-2,528
| -7% | -$411K | 0.29% | 81 |
|
2019
Q3 | $5.62M | Sell |
37,827
-351
| -0.9% | -$52.1K | 0.32% | 80 |
|
2019
Q2 | $6.07M | Buy |
38,178
+1,089
| +3% | +$173K | 0.35% | 69 |
|
2019
Q1 | $5.87M | Buy |
37,089
+4,043
| +12% | +$640K | 0.35% | 70 |
|
2018
Q4 | $4.53M | Buy |
33,046
+2,645
| +9% | +$362K | 0.3% | 77 |
|
2018
Q3 | $4.84M | Buy |
30,401
+7,102
| +30% | +$1.13M | 0.28% | 84 |
|
2018
Q2 | $3.18M | Buy |
23,299
+6,651
| +40% | +$907K | 0.2% | 119 |
|
2018
Q1 | $1.94M | Buy |
16,648
+2,437
| +17% | +$284K | 0.12% | 163 |
|
2017
Q4 | $1.45M | Buy |
14,211
+816
| +6% | +$83.4K | 0.09% | 195 |
|
2017
Q3 | $1.25M | Buy |
13,395
+1,571
| +13% | +$147K | 0.08% | 206 |
|
2017
Q2 | $1.02M | Buy |
11,824
+4,536
| +62% | +$393K | 0.07% | 232 |
|
2017
Q1 | $601K | Buy |
+7,288
| New | +$601K | 0.04% | 278 |
|
2016
Q3 | – | Sell |
-1,080
| Closed | -$86K | – | 1118 |
|
2016
Q2 | $86K | Sell |
1,080
-275
| -20% | -$21.9K | 0.01% | 562 |
|
2016
Q1 | $100K | Buy |
+1,355
| New | +$100K | 0.01% | 541 |
|
2014
Q3 | – | Sell |
-549
| Closed | -$32K | – | 1186 |
|
2014
Q2 | $32K | Buy |
549
+134
| +32% | +$7.81K | ﹤0.01% | 745 |
|
2014
Q1 | $24K | Sell |
415
-370
| -47% | -$21.4K | ﹤0.01% | 808 |
|
2013
Q4 | $44K | Sell |
785
-25
| -3% | -$1.4K | ﹤0.01% | 695 |
|
2013
Q3 | $42K | Buy |
810
+240
| +42% | +$12.4K | ﹤0.01% | 686 |
|
2013
Q2 | $22K | Buy |
+570
| New | +$22K | ﹤0.01% | 766 |
|