First National 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 | $7.27M | Sell |
26,655
-350
| -1% | -$95.4K | 0.27% | 84 |
|
|
2025
Q1 | $7.25M | Buy |
27,005
+32
| +0.1% | +$8.59K | 0.29% | 86 |
|
|
2024
Q4 | $9.02M | Sell |
26,973
-4,158
| -13% | -$1.39M | 0.34% | 69 |
|
|
2024
Q3 | $8.52M | Buy |
31,131
+316
| +1% | +$86.5K | 0.33% | 72 |
|
|
2024
Q2 | $7.92M | Sell |
30,815
-1,099
| -3% | -$283K | 0.33% | 72 |
|
|
2024
Q1 | $9.61M | Sell |
31,914
-11
| -0% | -$3.31K | 0.39% | 63 |
|
|
2023
Q4 | $8.4M | Sell |
31,925
-4,434
| -12% | -$1.17M | 0.37% | 72 |
|
|
2023
Q3 | $7.37M | Buy |
36,359
+178
| +0.5% | +$36.1K | 0.35% | 77 |
|
|
2023
Q2 | $7.64M | Sell |
36,181
-25
| -0.1% | -$5.28K | 0.35% | 78 |
|
|
2023
Q1 | $7.23M | Sell |
36,206
-1,397
| -4% | -$279K | 0.38% | 77 |
|
|
2022
Q4 | $4.99M | Buy |
37,603
+32
| +0.1% | +$4.24K | 0.26% | 97 |
|
|
2022
Q3 | $5.4M | Buy |
37,571
+760
| +2% | +$109K | 0.32% | 87 |
|
|
2022
Q2 | $6.08M | Sell |
36,811
-564
| -2% | -$93.1K | 0.34% | 86 |
|
|
2022
Q1 | $7.94M | Buy |
37,375
+760
| +2% | +$161K | 0.41% | 80 |
|
|
2021
Q4 | $9.31M | Sell |
36,615
-6,529
| -15% | -$1.66M | 0.49% | 62 |
|
|
2021
Q3 | $11.7M | Buy |
43,144
+1,276
| +3% | +$346K | 0.7% | 41 |
|
|
2021
Q2 | $10.2M | Buy |
41,868
+1,497
| +4% | +$366K | 0.62% | 49 |
|
|
2021
Q1 | $8.55M | Buy |
40,371
+2,175
| +6% | +$461K | 0.56% | 56 |
|
|
2020
Q4 | $8.5M | Buy |
38,196
+2,337
| +7% | +$520K | 0.59% | 52 |
|
|
2020
Q3 | $9.01M | Buy |
35,859
+2,717
| +8% | +$683K | 0.7% | 42 |
|
|
2020
Q2 | $6.21M | Buy |
33,142
+2,074
| +7% | +$388K | 0.52% | 57 |
|
|
2020
Q1 | $4.47M | Buy |
31,068
+1,626
| +6% | +$234K | 0.45% | 67 |
|
|
2019
Q4 | $4.79M | Buy |
29,442
+1,293
| +5% | +$210K | 0.39% | 78 |
|
|
2019
Q3 | $4.18M | Buy |
28,149
+4,087
| +17% | +$607K | 0.38% | 82 |
|
|
2019
Q2 | $3.65M | Buy |
24,062
+11,488
| +91% | +$1.74M | 0.34% | 89 |
|
|
2019
Q1 | $1.99M | Buy |
+12,574
| New | +$1.99M | 0.2% | 125 |
|