Citizens National Bank Trust Department’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
|
|||||
|
2025
Q1 | $521K | Buy |
|
|||||
|
2024
Q4 | $643K | Buy |
|
|||||
|
2024
Q3 | $517K | Buy |
|
|||||
|
2024
Q2 | $450K | Sell |
|
|||||
|
2024
Q1 | $603K | Buy |
|
|||||
|
2023
Q4 | $515K | Buy |
|
|||||
|
2023
Q3 | $237K | Buy |
|
|||||
|
2023
Q2 | $243K | Buy |
|
|||||
|
2023
Q1 | $107K | Sell |
|
|||||
|
2022
Q4 | $131K | Sell |
|
|||||
|
2022
Q3 | $154K | Sell |
|
|||||
|
2022
Q2 | $427K | Buy |
|
|||||
|
2022
Q1 | $401K | Buy |
|