Farmers & Merchants Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
7,317
+390
| +6% | +$106K | 0.42% | 50 |
|
|
2025
Q1 | $1.86M | Buy |
6,927
+2,081
| +43% | +$558K | 0.47% | 45 |
|
|
2024
Q4 | $1.62M | Sell |
4,846
-449
| -8% | -$150K | 0.4% | 53 |
|
|
2024
Q3 | $1.45M | Sell |
5,295
-78
| -1% | -$21.3K | 0.36% | 56 |
|
|
2024
Q2 | $1.38M | Buy |
5,373
+329
| +7% | +$84.6K | 0.36% | 57 |
|
|
2024
Q1 | $1.52M | Buy |
5,044
+35
| +0.7% | +$10.5K | 0.38% | 57 |
|
|
2023
Q4 | $1.32M | Buy |
5,009
+75
| +2% | +$19.7K | 0.35% | 58 |
|
|
2023
Q3 | $1M | Sell |
4,934
-878
| -15% | -$178K | 0.3% | 66 |
|
|
2023
Q2 | $1.23M | Buy |
5,812
+113
| +2% | +$23.9K | 0.33% | 62 |
|
|
2023
Q1 | $1.14M | Sell |
5,699
-264
| -4% | -$52.7K | 0.32% | 67 |
|
|
2022
Q4 | $791K | Sell |
5,963
-1,238
| -17% | -$164K | 0.22% | 78 |
|
|
2022
Q3 | $1.04M | Sell |
7,201
-227
| -3% | -$32.7K | 0.32% | 61 |
|
|
2022
Q2 | $1.23M | Buy |
7,428
+653
| +10% | +$108K | 0.37% | 56 |
|
|
2022
Q1 | $1.44M | Buy |
6,775
+324
| +5% | +$68.8K | 0.37% | 51 |
|
|
2021
Q4 | $1.64M | Buy |
6,451
+289
| +5% | +$73.4K | 0.4% | 51 |
|
|
2021
Q3 | $1.67M | Buy |
6,162
+1,247
| +25% | +$338K | 0.44% | 49 |
|
|
2021
Q2 | $1.2M | Buy |
4,915
+2,903
| +144% | +$709K | 0.33% | 60 |
|
|
2021
Q1 | $427K | Buy |
2,012
+2
| +0.1% | +$424 | 0.14% | 104 |
|
|
2020
Q4 | $447K | Sell |
2,010
-6
| -0.3% | -$1.33K | 0.17% | 93 |
|
|
2020
Q3 | $507K | Buy |
2,016
+52
| +3% | +$13.1K | 0.21% | 85 |
|
|
2020
Q2 | $368K | Hold |
1,964
| – | – | 0.17% | 93 |
|
|
2020
Q1 | $283K | Hold |
1,964
| – | – | 0.15% | 100 |
|
|
2019
Q4 | $319K | Buy |
1,964
+84
| +4% | +$13.6K | 0.13% | 112 |
|
|
2019
Q3 | $279K | Buy |
1,880
+10
| +0.5% | +$1.48K | 0.12% | 124 |
|
|
2019
Q2 | $284K | Hold |
1,870
| – | – | 0.13% | 120 |
|
|
2019
Q1 | $296K | Hold |
1,870
| – | – | 0.14% | 114 |
|
|
2018
Q4 | $256K | Buy |
+1,870
| New | +$256K | 0.13% | 113 |
|