City State Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
2,563
+50
| +2% | +$13.6K | 0.22% | 91 |
|
|
2025
Q1 | $674K | Buy |
2,513
+80
| +3% | +$21.5K | 0.22% | 95 |
|
|
2024
Q4 | $813K | Hold |
2,433
| – | – | 0.29% | 74 |
|
|
2024
Q3 | $666K | Hold |
2,433
| – | – | 0.24% | 91 |
|
|
2024
Q2 | $626K | Buy |
2,433
+1,354
| +125% | +$348K | 0.26% | 88 |
|
|
2024
Q1 | $325K | Sell |
1,079
-103
| -9% | -$31K | 0.14% | 131 |
|
|
2023
Q4 | $311K | Hold |
1,182
| – | – | 0.16% | 128 |
|
|
2023
Q3 | $240K | Hold |
1,182
| – | – | 0.13% | 150 |
|
|
2023
Q2 | $250K | Hold |
1,182
| – | – | 0.13% | 147 |
|
|
2023
Q1 | $236K | Sell |
1,182
-250
| -17% | -$49.9K | 0.14% | 152 |
|
|
2022
Q4 | $190K | Hold |
1,432
| – | – | 0.12% | 161 |
|
|
2022
Q3 | $206K | Buy |
1,432
+345
| +32% | +$49.6K | 0.14% | 142 |
|
|
2022
Q2 | $179K | Sell |
1,087
-30
| -3% | -$4.94K | 0.12% | 151 |
|
|
2022
Q1 | $237K | Buy |
1,117
+450
| +67% | +$95.5K | 0.14% | 141 |
|
|
2021
Q4 | $170K | Buy |
+667
| New | +$170K | 0.1% | 175 |
|