Citizens Business Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,880
| Closed | -$6.92M | – | 104 |
|
|
2024
Q4 | $6.92M | Buy |
16,880
+6,408
| +61% | +$2.63M | 1.29% | 24 |
|
|
2024
Q3 | $2.87M | Sell |
10,472
-179
| -2% | -$49K | 0.58% | 58 |
|
|
2024
Q2 | $2.74M | Sell |
10,651
-315
| -3% | -$81K | 0.58% | 58 |
|
|
2024
Q1 | $3.3M | Sell |
10,966
-106
| -1% | -$31.9K | 0.69% | 46 |
|
|
2023
Q4 | $2.91M | Sell |
11,072
-572
| -5% | -$151K | 0.64% | 53 |
|
|
2023
Q3 | $2.36M | Sell |
11,644
-829
| -7% | -$168K | 0.55% | 59 |
|
|
2023
Q2 | $2.64M | Sell |
12,473
-674
| -5% | -$142K | 0.59% | 57 |
|
|
2023
Q1 | $2.63M | Sell |
13,147
-957
| -7% | -$191K | 0.6% | 59 |
|
|
2022
Q4 | $1.87M | Sell |
14,104
-639
| -4% | -$84.7K | 0.43% | 67 |
|
|
2022
Q3 | $2.12M | Sell |
14,743
-446
| -3% | -$64.2K | 0.52% | 60 |
|
|
2022
Q2 | $2.51M | Sell |
15,189
-254
| -2% | -$41.9K | 0.36% | 73 |
|
|
2022
Q1 | $3.28M | Buy |
15,443
+1,182
| +8% | +$251K | 0.4% | 68 |
|
|
2021
Q4 | $3.62M | Sell |
14,261
-187
| -1% | -$47.5K | 0.44% | 57 |
|
|
2021
Q3 | $3.92M | Buy |
14,448
+6,138
| +74% | +$1.66M | 0.52% | 48 |
|
|
2021
Q2 | $2.03M | Sell |
8,310
-579
| -7% | -$141K | 0.27% | 96 |
|
|
2021
Q1 | $1.88M | Sell |
8,889
-164
| -2% | -$34.7K | 0.26% | 99 |
|
|
2020
Q4 | $2.01M | Sell |
9,053
-295
| -3% | -$65.6K | 0.3% | 101 |
|
|
2020
Q3 | $2.35M | Buy |
9,348
+72
| +0.8% | +$18.1K | 0.4% | 73 |
|
|
2020
Q2 | $1.74M | Sell |
9,276
-335
| -3% | -$62.8K | 0.31% | 95 |
|
|
2020
Q1 | $1.38M | Buy |
+9,611
| New | +$1.38M | 0.29% | 93 |
|
|
2013
Q3 | – | Sell |
-13,875
| Closed | -$530K | – | 279 |
|
|
2013
Q2 | $530K | Buy |
+13,875
| New | +$530K | 0.12% | 176 |
|