Country Club 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 | $1.29M | Buy |
4,713
+65
| +1% | +$17.8K | 0.08% | 189 |
|
|
2025
Q1 | $1.25M | Buy |
4,648
+33
| +0.7% | +$8.91K | 0.08% | 184 |
|
|
2024
Q4 | $1.55M | Sell |
4,615
-163
| -3% | -$54.7K | 0.1% | 167 |
|
|
2024
Q3 | $1.32M | Sell |
4,778
-264
| -5% | -$73K | 0.09% | 176 |
|
|
2024
Q2 | $1.27M | Buy |
5,042
+100
| +2% | +$25.3K | 0.09% | 175 |
|
|
2024
Q1 | $1.49M | Sell |
4,942
-105
| -2% | -$31.6K | 0.11% | 156 |
|
|
2023
Q4 | $1.34M | Sell |
5,047
-399
| -7% | -$106K | 0.1% | 163 |
|
|
2023
Q3 | $1.11M | Sell |
5,446
-332
| -6% | -$67.5K | 0.09% | 172 |
|
|
2023
Q2 | $1.22M | Buy |
5,778
+50
| +0.9% | +$10.5K | 0.1% | 164 |
|
|
2023
Q1 | $1.13M | Buy |
5,728
+232
| +4% | +$45.6K | 0.09% | 168 |
|
|
2022
Q4 | $729K | Sell |
5,496
-5,034
| -48% | -$667K | 0.06% | 199 |
|
|
2022
Q3 | $1.55M | Sell |
10,530
-35
| -0.3% | -$5.14K | 0.15% | 132 |
|
|
2022
Q2 | $1.8M | Buy |
10,565
+3,722
| +54% | +$635K | 0.17% | 127 |
|
|
2022
Q1 | $1.47M | Buy |
+6,843
| New | +$1.47M | 0.13% | 133 |
|