First American 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 | $322K | Buy |
1,180
+91
| +8% | +$24.8K | 0.03% | 193 |
|
|
2025
Q1 | $292K | Buy |
1,089
+24
| +2% | +$6.44K | 0.03% | 193 |
|
|
2024
Q4 | $356K | Sell |
1,065
-42
| -4% | -$14K | 0.04% | 174 |
|
|
2024
Q3 | $303K | Sell |
1,107
-177
| -14% | -$48.4K | 0.03% | 183 |
|
|
2024
Q2 | $330K | Buy |
1,284
+99
| +8% | +$25.5K | 0.03% | 162 |
|
|
2024
Q1 | $357K | Buy |
1,185
+84
| +8% | +$25.3K | 0.04% | 162 |
|
|
2023
Q4 | $290K | Buy |
+1,101
| New | +$290K | 0.04% | 154 |
|
|
2021
Q3 | – | Sell |
-1,490
| Closed | -$364K | – | 159 |
|
|
2021
Q2 | $364K | Buy |
+1,490
| New | +$364K | 0.06% | 119 |
|
|
2016
Q4 | – | Sell |
-4,266
| Closed | -$304K | – | 110 |
|
|
2016
Q3 | $304K | Sell |
4,266
-18,795
| -82% | -$1.34M | 0.09% | 94 |
|
|
2016
Q2 | $1.83M | Sell |
23,061
-1,281
| -5% | -$102K | 0.65% | 61 |
|
|
2016
Q1 | $1.8M | Sell |
24,342
-11,758
| -33% | -$868K | 0.63% | 60 |
|
|
2015
Q4 | $2.83M | Buy |
36,100
+1,085
| +3% | +$85.1K | 1.04% | 43 |
|
|
2015
Q3 | $2.43M | Buy |
35,015
+1,382
| +4% | +$95.9K | 0.94% | 46 |
|
|
2015
Q2 | $2.34M | Sell |
33,633
-97
| -0.3% | -$6.75K | 0.87% | 54 |
|
|
2015
Q1 | $2.25M | Buy |
+33,730
| New | +$2.25M | 0.8% | 61 |
|