FineMark National Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $561K | Buy |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $837K | Sell |
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|
2021
Q3 | $894K | Buy |
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|
2021
Q2 | $701K | Buy |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $436K | Sell |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $221K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $134K | Buy |
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|
2016
Q3 | $125K | Sell |
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|
2016
Q2 | $147K | Sell |
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|
2016
Q1 | $183K | Buy |
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|
2015
Q4 | $194K | Sell |
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|
2015
Q3 | $173K | Sell |
|
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|
2015
Q2 | $210K | Buy |
|
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|
2015
Q1 | $188K | Buy |
|
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|
2014
Q4 | $120K | Sell |
|
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|
2014
Q3 | $118K | Buy |
|
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|
2014
Q2 | $112K | Buy |
|
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|
2014
Q1 | $107K | Sell |
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|
2013
Q4 | $137K | Hold |
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|
2013
Q3 | $129K | Buy |
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|
2013
Q2 | $51K | Buy |
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