First American 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 | $322K | Buy |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $364K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $304K | Sell |
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|
2016
Q2 | $1.83M | Sell |
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|
2016
Q1 | $1.8M | Sell |
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|
2015
Q4 | $2.83M | Buy |
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|
2015
Q3 | $2.43M | Buy |
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|
2015
Q2 | $2.34M | Sell |
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|
2015
Q1 | $2.25M | Buy |
|