City State Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Buy |
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|
2025
Q2 | $699K | Buy |
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|
2025
Q1 | $674K | Buy |
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|
2024
Q4 | $813K | Hold |
|
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|
2024
Q3 | $666K | Hold |
|
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|
2024
Q2 | $626K | Buy |
|
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|
2024
Q1 | $325K | Sell |
|
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $250K | Hold |
|
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $190K | Hold |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $237K | Buy |
|
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|
2021
Q4 | $170K | Buy |
|