Cetera 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 | $2.57M | Sell |
9,411
-25
| -0.3% | -$6.82K | 1.53% | 18 |
|
|
2025
Q1 | $2.53M | Sell |
9,436
-150
| -2% | -$40.3K | 1.61% | 17 |
|
|
2024
Q4 | $3.2M | Sell |
9,586
-5
| -0.1% | -$1.67K | 2.08% | 9 |
|
|
2024
Q3 | $2.63M | Sell |
9,591
-415
| -4% | -$114K | 1.61% | 16 |
|
|
2024
Q2 | $2.57M | Sell |
10,006
-910
| -8% | -$234K | 1.62% | 16 |
|
|
2024
Q1 | $3.29M | Sell |
10,916
-475
| -4% | -$143K | 1.98% | 8 |
|
|
2023
Q4 | $3M | Buy |
+11,391
| New | +$3M | 1.87% | 10 |
|