Enterprise Financial Services Corp (EFSC)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
1,430
+241
| +20% | +$65.7K | 0.21% | 91 |
|
|
2025
Q1 | $319K | Buy |
1,189
+44
| +4% | +$11.8K | 0.19% | 96 |
|
|
2024
Q4 | $383K | Buy |
1,145
+6
| +0.5% | +$2.01K | 0.21% | 95 |
|
|
2024
Q3 | $312K | Buy |
1,139
+2
| +0.2% | +$547 | 0.18% | 112 |
|
|
2024
Q2 | $292K | Sell |
1,137
-123
| -10% | -$31.6K | 0.18% | 112 |
|
|
2024
Q1 | $379K | Sell |
1,260
-138
| -10% | -$41.6K | 0.23% | 92 |
|
|
2023
Q4 | $368K | Buy |
1,398
+87
| +7% | +$22.9K | 0.22% | 100 |
|
|
2023
Q3 | $266K | Sell |
1,311
-121
| -8% | -$24.5K | 0.18% | 116 |
|
|
2023
Q2 | $303K | Buy |
1,432
+2
| +0.1% | +$423 | 0.19% | 108 |
|
|
2023
Q1 | $286K | Buy |
+1,430
| New | +$286K | 0.19% | 118 |
|
|
2022
Q1 | – | Sell |
-894
| Closed | -$227K | – | 293 |
|
|
2021
Q4 | $227K | Sell |
894
-317
| -26% | -$80.5K | 0.03% | 271 |
|
|
2021
Q3 | $329K | Buy |
1,211
+829
| +217% | +$225K | 0.04% | 233 |
|
|
2021
Q2 | $94K | Sell |
382
-52
| -12% | -$12.8K | 0.02% | 289 |
|
|
2021
Q1 | $92K | Buy |
434
+10
| +2% | +$2.12K | 0.02% | 302 |
|
|
2020
Q4 | $95K | Sell |
424
-94
| -18% | -$21.1K | 0.02% | 288 |
|
|
2020
Q3 | $130K | Sell |
518
-115
| -18% | -$28.9K | 0.03% | 245 |
|
|
2020
Q2 | $118K | Buy |
633
+52
| +9% | +$9.69K | 0.03% | 258 |
|
|
2020
Q1 | $83K | Buy |
581
+181
| +45% | +$25.9K | 0.02% | 280 |
|
|
2019
Q4 | $65K | Sell |
400
-131
| -25% | -$21.3K | 0.01% | 369 |
|
|
2019
Q3 | $79K | Sell |
531
-374
| -41% | -$55.6K | 0.02% | 314 |
|
|
2019
Q2 | $137K | Sell |
905
-12
| -1% | -$1.82K | 0.03% | 266 |
|
|
2019
Q1 | $145K | Buy |
917
+616
| +205% | +$97.4K | 0.03% | 258 |
|
|
2018
Q4 | $41K | Buy |
301
+60
| +25% | +$8.17K | 0.03% | 263 |
|
|
2018
Q3 | $38K | Buy |
241
+50
| +26% | +$7.88K | 0.02% | 321 |
|
|
2018
Q2 | $26K | Sell |
191
-7
| -4% | -$953 | 0.01% | 399 |
|
|
2018
Q1 | $23K | Buy |
198
+83
| +72% | +$9.64K | 0.01% | 439 |
|
|
2017
Q4 | $12K | Sell |
115
-47
| -29% | -$4.9K | 0.01% | 546 |
|
|
2017
Q3 | $15K | Hold |
162
| – | – | 0.01% | 496 |
|
|
2017
Q2 | $14K | Sell |
162
-169
| -51% | -$14.6K | 0.01% | 523 |
|
|
2017
Q1 | $27K | Hold |
331
| – | – | 0.01% | 393 |
|
|
2016
Q4 | $23K | Hold |
331
| – | – | 0.01% | 416 |
|
|
2016
Q3 | $24K | Hold |
331
| – | – | 0.01% | 383 |
|
|
2016
Q2 | $26K | Hold |
331
| – | – | 0.02% | 345 |
|
|
2016
Q1 | $24K | Sell |
331
-35
| -10% | -$2.54K | 0.01% | 357 |
|
|
2015
Q4 | $29K | Buy |
366
+35
| +11% | +$2.77K | 0.02% | 344 |
|
|
2015
Q3 | $23K | Buy |
331
+15
| +5% | +$1.04K | 0.01% | 366 |
|
|
2015
Q2 | $22K | Sell |
316
-153
| -33% | -$10.7K | 0.01% | 382 |
|
|
2015
Q1 | $31K | Buy |
469
+67
| +17% | +$4.43K | 0.02% | 332 |
|
|
2014
Q4 | $24K | Buy |
402
+17
| +4% | +$1.02K | 0.01% | 387 |
|
|
2014
Q3 | $22K | Sell |
385
-49
| -11% | -$2.8K | 0.01% | 406 |
|
|
2014
Q2 | $25K | Sell |
434
-95
| -18% | -$5.47K | 0.01% | 394 |
|
|
2014
Q1 | $30K | Buy |
529
+95
| +22% | +$5.39K | 0.02% | 339 |
|
|
2013
Q4 | $24K | Hold |
434
| – | – | 0.01% | 366 |
|
|
2013
Q3 | $23K | Buy |
434
+4
| +0.9% | +$212 | 0.01% | 356 |
|
|
2013
Q2 | $16K | Buy |
+430
| New | +$16K | 0.01% | 367 |
|