First Citizens 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 | $904K | Sell |
3,315
-1,197
| -27% | -$326K | 0.02% | 301 |
|
|
2025
Q1 | $1.21M | Buy |
4,512
+39
| +0.9% | +$10.5K | 0.03% | 222 |
|
|
2024
Q4 | $1.5M | Buy |
4,473
+1,712
| +62% | +$572K | 0.03% | 205 |
|
|
2024
Q3 | $756K | Sell |
2,761
-247
| -8% | -$67.6K | 0.02% | 274 |
|
|
2024
Q2 | $773K | Buy |
3,008
+248
| +9% | +$63.8K | 0.01% | 267 |
|
|
2024
Q1 | $831K | Buy |
2,760
+213
| +8% | +$64.2K | 0.02% | 260 |
|
|
2023
Q4 | $670K | Sell |
2,547
-17
| -0.7% | -$4.47K | 0.01% | 222 |
|
|
2023
Q3 | $520K | Sell |
2,564
-2,165
| -46% | -$439K | 0.01% | 236 |
|
|
2023
Q2 | $999K | Buy |
4,729
+409
| +9% | +$86.4K | 0.02% | 199 |
|
|
2023
Q1 | $863K | Buy |
4,320
+1,204
| +39% | +$241K | 0.02% | 193 |
|
|
2022
Q4 | $413K | Sell |
3,116
-109
| -3% | -$14.4K | 0.01% | 237 |
|
|
2022
Q3 | $464K | Sell |
3,225
-312
| -9% | -$44.9K | 0.02% | 220 |
|
|
2022
Q2 | $584K | Buy |
3,537
+812
| +30% | +$134K | 0.02% | 204 |
|
|
2022
Q1 | $579K | Buy |
2,725
+1,176
| +76% | +$250K | 0.02% | 216 |
|
|
2021
Q4 | $393K | Buy |
1,549
+4
| +0.3% | +$1.02K | 0.02% | 255 |
|
|
2021
Q3 | $419K | Sell |
1,545
-12
| -0.8% | -$3.25K | 0.02% | 231 |
|
|
2021
Q2 | $380K | Sell |
1,557
-279
| -15% | -$68.1K | 0.02% | 227 |
|
|
2021
Q1 | $388K | Sell |
1,836
-61
| -3% | -$12.9K | 0.02% | 237 |
|
|
2020
Q4 | $422K | Buy |
1,897
+747
| +65% | +$166K | 0.02% | 223 |
|
|
2020
Q3 | $289K | Buy |
+1,150
| New | +$289K | 0.02% | 261 |
|
|
2020
Q2 | – | Sell |
-14,921
| Closed | -$2.15M | – | 397 |
|
|
2020
Q1 | $2.15M | Buy |
14,921
+2,305
| +18% | +$332K | 0.26% | 88 |
|
|
2019
Q4 | $2.05M | Sell |
12,616
-15,472
| -55% | -$2.52M | 0.2% | 107 |
|
|
2019
Q3 | $4.17M | Sell |
28,088
-1,628
| -5% | -$242K | 0.5% | 58 |
|
|
2019
Q2 | $4.51M | Buy |
29,716
+363
| +1% | +$55.1K | 0.49% | 49 |
|
|
2019
Q1 | $4.65M | Buy |
29,353
+14,083
| +92% | +$2.23M | 0.52% | 48 |
|
|
2018
Q4 | $2.09M | Sell |
15,270
-6,261
| -29% | -$858K | 0.25% | 101 |
|
|
2018
Q3 | $3.42M | Buy |
21,531
+673
| +3% | +$107K | 0.38% | 67 |
|
|
2018
Q2 | $2.85M | Buy |
20,858
+9,440
| +83% | +$1.29M | 0.35% | 77 |
|
|
2018
Q1 | $1.33M | Buy |
11,418
+234
| +2% | +$27.2K | 0.18% | 142 |
|
|
2017
Q4 | $1.14M | Buy |
11,184
+4,580
| +69% | +$468K | 0.15% | 150 |
|
|
2017
Q3 | $617K | Sell |
6,604
-34
| -0.5% | -$3.18K | 0.08% | 202 |
|
|
2017
Q2 | $575K | Buy |
+6,638
| New | +$575K | 0.07% | 215 |
|
|
2016
Q3 | – | Sell |
-21,159
| Closed | -$1.68M | – | 476 |
|
|
2016
Q2 | $1.68M | Sell |
21,159
-8,495
| -29% | -$674K | 0.15% | 128 |
|
|
2016
Q1 | $2.19M | Sell |
29,654
-3,715
| -11% | -$274K | 0.18% | 101 |
|
|
2015
Q4 | $2.62M | Buy |
+33,369
| New | +$2.62M | 0.19% | 102 |
|
|
2013
Q4 | – | Sell |
-55,573
| Closed | -$2.89M | – | 437 |
|
|
2013
Q3 | $2.89M | Buy |
55,573
+1,485
| +3% | +$77.1K | 0.11% | 190 |
|
|
2013
Q2 | $2.07M | Buy |
+54,088
| New | +$2.07M | 0.08% | 215 |
|