FineMark National Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
2,594
+503
| +24% | +$137K | 0.02% | 259 |
|
|
2025
Q1 | $561K | Buy |
2,091
+485
| +30% | +$130K | 0.02% | 282 |
|
|
2024
Q4 | $537K | Buy |
1,606
+719
| +81% | +$240K | 0.02% | 275 |
|
|
2024
Q3 | $243K | Sell |
887
-1,664
| -65% | -$455K | 0.01% | 376 |
|
|
2024
Q2 | $656K | Sell |
2,551
-4,223
| -62% | -$1.09M | 0.02% | 241 |
|
|
2024
Q1 | $2.04M | Sell |
6,774
-2,334
| -26% | -$703K | 0.08% | 145 |
|
|
2023
Q4 | $2.4M | Buy |
9,108
+6,225
| +216% | +$1.64M | 0.1% | 136 |
|
|
2023
Q3 | $585K | Sell |
2,883
-81
| -3% | -$16.4K | 0.03% | 249 |
|
|
2023
Q2 | $626K | Sell |
2,964
-11
| -0.4% | -$2.32K | 0.03% | 253 |
|
|
2023
Q1 | $594K | Sell |
2,975
-681
| -19% | -$136K | 0.03% | 254 |
|
|
2022
Q4 | $485K | Buy |
3,656
+758
| +26% | +$101K | 0.02% | 260 |
|
|
2022
Q3 | $417K | Sell |
2,898
-82
| -3% | -$11.8K | 0.02% | 274 |
|
|
2022
Q2 | $492K | Sell |
2,980
-279
| -9% | -$46.1K | 0.02% | 274 |
|
|
2022
Q1 | $692K | Sell |
3,259
-36
| -1% | -$7.64K | 0.03% | 250 |
|
|
2021
Q4 | $837K | Sell |
3,295
-3
| -0.1% | -$762 | 0.03% | 235 |
|
|
2021
Q3 | $894K | Buy |
3,298
+429
| +15% | +$116K | 0.04% | 221 |
|
|
2021
Q2 | $701K | Buy |
2,869
+52
| +2% | +$12.7K | 0.03% | 255 |
|
|
2021
Q1 | $597K | Buy |
2,817
+480
| +21% | +$102K | 0.03% | 262 |
|
|
2020
Q4 | $520K | Buy |
2,337
+601
| +35% | +$134K | 0.02% | 261 |
|
|
2020
Q3 | $436K | Sell |
1,736
-427
| -20% | -$107K | 0.02% | 257 |
|
|
2020
Q2 | $405K | Sell |
2,163
-183
| -8% | -$34.3K | 0.02% | 254 |
|
|
2020
Q1 | $338K | Buy |
2,346
+985
| +72% | +$142K | 0.02% | 263 |
|
|
2019
Q4 | $221K | Buy |
+1,361
| New | +$221K | 0.01% | 351 |
|
|
2017
Q1 | – | Sell |
-1,960
| Closed | -$134K | – | 496 |
|
|
2016
Q4 | $134K | Buy |
1,960
+214
| +12% | +$14.6K | 0.01% | 406 |
|
|
2016
Q3 | $125K | Sell |
1,746
-100
| -5% | -$7.16K | 0.01% | 407 |
|
|
2016
Q2 | $147K | Sell |
1,846
-642
| -26% | -$51.1K | 0.02% | 353 |
|
|
2016
Q1 | $183K | Buy |
2,488
+9
| +0.4% | +$662 | 0.02% | 319 |
|
|
2015
Q4 | $194K | Sell |
2,479
-12
| -0.5% | -$939 | 0.02% | 321 |
|
|
2015
Q3 | $173K | Sell |
2,491
-515
| -17% | -$35.8K | 0.02% | 353 |
|
|
2015
Q2 | $210K | Buy |
3,006
+196
| +7% | +$13.7K | 0.03% | 333 |
|
|
2015
Q1 | $188K | Buy |
2,810
+786
| +39% | +$52.6K | 0.03% | 357 |
|
|
2014
Q4 | $120K | Sell |
2,024
-13
| -0.6% | -$771 | 0.02% | 451 |
|
|
2014
Q3 | $118K | Buy |
2,037
+103
| +5% | +$5.97K | 0.02% | 435 |
|
|
2014
Q2 | $112K | Buy |
1,934
+52
| +3% | +$3.01K | 0.02% | 438 |
|
|
2014
Q1 | $107K | Sell |
1,882
-608
| -24% | -$34.6K | 0.02% | 438 |
|
|
2013
Q4 | $137K | Hold |
2,490
| – | – | 0.03% | 369 |
|
|
2013
Q3 | $129K | Buy |
2,490
+1,166
| +88% | +$60.4K | 0.03% | 379 |
|
|
2013
Q2 | $51K | Buy |
+1,324
| New | +$51K | 0.02% | 561 |
|