First National Bank Sioux Falls’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $329K | Buy |
1,207
+7
| +0.6% | +$1.91K | 0.12% | 105 |
|
2025
Q1 | $322K | Hold |
1,200
| – | – | 0.13% | 104 |
|
2024
Q4 | $401K | Hold |
1,200
| – | – | 0.17% | 86 |
|
2024
Q3 | $328K | Sell |
1,200
-124
| -9% | -$33.9K | 0.15% | 104 |
|
2024
Q2 | $340K | Hold |
1,324
| – | – | 0.18% | 99 |
|
2024
Q1 | $399K | Hold |
1,324
| – | – | 0.22% | 92 |
|
2023
Q4 | $348K | Hold |
1,324
| – | – | 0.18% | 100 |
|
2023
Q3 | $268K | Hold |
1,324
| – | – | 0.16% | 105 |
|
2023
Q2 | $280K | Hold |
1,324
| – | – | 0.18% | 96 |
|
2023
Q1 | $265K | Buy |
+1,324
| New | +$265K | 0.18% | 101 |
|
2022
Q4 | – | Sell |
-1,483
| Closed | -$213K | – | 110 |
|
2022
Q3 | $213K | Buy |
1,483
+100
| +7% | +$14.4K | 0.22% | 101 |
|
2022
Q2 | $228K | Buy |
1,383
+17
| +1% | +$2.8K | 0.29% | 98 |
|
2022
Q1 | $290K | Buy |
1,366
+53
| +4% | +$11.3K | 0.3% | 95 |
|
2021
Q4 | $334K | Buy |
+1,313
| New | +$334K | 0.36% | 90 |
|