Columbia Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.13M | Buy |
8,076
+1,245
| +18% | +$328K | 0.96% | 29 |
|
|
2023
Q3 | $1.39M | Buy |
6,831
+375
| +6% | +$76K | 0.8% | 37 |
|
|
2023
Q2 | $1.36M | Sell |
6,456
-288
| -4% | -$60.8K | 0.77% | 39 |
|
|
2023
Q1 | $1.35M | Buy |
6,744
+633
| +10% | +$126K | 0.78% | 38 |
|
|
2022
Q4 | $810K | Sell |
6,111
-650
| -10% | -$86.2K | 0.45% | 66 |
|
|
2022
Q3 | $973K | Buy |
6,761
+328
| +5% | +$47.2K | 0.55% | 53 |
|
|
2022
Q2 | $1.06M | Buy |
6,433
+60
| +0.9% | +$9.91K | 0.57% | 50 |
|
|
2022
Q1 | $1.21M | Buy |
6,373
+425
| +7% | +$80.5K | 0.56% | 54 |
|
|
2021
Q4 | $1.61M | Hold |
5,948
| – | – | 0.85% | 30 |
|
|
2021
Q3 | $1.61M | Buy |
5,948
+175
| +3% | +$47.5K | 0.85% | 30 |
|
|
2021
Q2 | $1.41M | Buy |
5,773
+396
| +7% | +$96.7K | 0.8% | 36 |
|
|
2021
Q1 | $1.14M | Buy |
5,377
+216
| +4% | +$45.7K | 0.71% | 41 |
|
|
2020
Q4 | $1.15M | Buy |
+5,161
| New | +$1.15M | 0.8% | 38 |
|
|
2020
Q2 | $1.03M | Buy |
5,519
+662
| +14% | +$124K | 0.92% | 34 |
|
|
2020
Q1 | $698K | Buy |
4,857
+129
| +3% | +$18.5K | 0.76% | 41 |
|
|
2019
Q4 | $768K | Buy |
+4,728
| New | +$768K | 0.68% | 50 |
|