Exchange 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 | $208K | Hold |
764
| – | – | 0.16% | 113 |
|
|
2025
Q1 | $205K | Hold |
764
| – | – | 0.17% | 111 |
|
|
2024
Q4 | $255K | Hold |
764
| – | – | 0.21% | 99 |
|
|
2024
Q3 | $209K | Buy |
+764
| New | +$209K | 0.17% | 111 |
|
|
2024
Q2 | – | Sell |
-759
| Closed | -$229K | – | 112 |
|
|
2024
Q1 | $229K | Buy |
+759
| New | +$229K | 0.19% | 105 |
|