First National 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
Q3 | $5.83M | Sell |
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|
2025
Q2 | $7.27M | Sell |
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|
2025
Q1 | $7.25M | Buy |
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|
2024
Q4 | $9.02M | Sell |
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|
2024
Q3 | $8.52M | Buy |
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|
2024
Q2 | $7.92M | Sell |
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|
2024
Q1 | $9.61M | Sell |
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|
2023
Q4 | $8.4M | Sell |
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|
2023
Q3 | $7.37M | Buy |
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|
2023
Q2 | $7.64M | Sell |
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|
2023
Q1 | $7.23M | Sell |
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|
2022
Q4 | $4.99M | Buy |
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|
2022
Q3 | $5.4M | Buy |
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|
2022
Q2 | $6.08M | Sell |
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|
2022
Q1 | $7.93M | Buy |
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|
2021
Q4 | $9.3M | Sell |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $8.55M | Buy |
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|
2020
Q4 | $8.5M | Buy |
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|
2020
Q3 | $9.01M | Buy |
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|
2020
Q2 | $6.21M | Buy |
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|
2020
Q1 | $4.47M | Buy |
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|
2019
Q4 | $4.79M | Buy |
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|
2019
Q3 | $4.18M | Buy |
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|
2019
Q2 | $3.65M | Buy |
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|
2019
Q1 | $1.99M | Buy |
|