Glenview Trust’s Salesforce CRM Stock Holding History

Glenview Trust’s Portfolio CRM Stock Details CRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$34.6M	Buy	126,841 +35,069	+38%	+$9.56M	0.6%	34
2025 Q1	$24.6M	Buy	91,772 +36,931	+67%	+$9.91M	0.48%	47
2024 Q4	$18.3M	Buy	54,841 +6,852	+14%	+$2.29M	0.34%	67
2024 Q3	$13.1M	Buy	47,989 +10,023	+26%	+$2.74M	0.25%	93
2024 Q2	$9.76M	Buy	37,966 +33,307	+715%	+$8.56M	0.2%	100
2024 Q1	$1.4M	Buy	4,659 +163	+4%	+$49.1K	0.03%	230
2023 Q4	$1.18M	Buy	4,496 +167	+4%	+$43.9K	0.03%	237
2023 Q3	$878K	Buy	4,329 +555	+15%	+$113K	0.02%	240
2023 Q2	$797K	Buy	3,774 +309	+9%	+$65.3K	0.02%	258
2023 Q1	$692K	Buy	3,465 +167	+5%	+$33.4K	0.02%	268
2022 Q4	$437K	Buy	3,298 +192	+6%	+$25.5K	0.01%	320
2022 Q3	$447K	Buy	3,106 +15	+0.5%	+$2.16K	0.02%	295
2022 Q2	$510K	Sell	3,091 -123	-4%	-$20.3K	0.02%	274
2022 Q1	$683K	Buy	3,214 +243	+8%	+$51.6K	0.02%	252
2021 Q4	$755K	Buy	2,971 +59	+2%	+$15K	0.03%	238
2021 Q3	$790K	Hold	2,912	–	–	0.03%	212
2021 Q2	$711K	Sell	2,912 -134	-4%	-$32.7K	0.03%	220
2021 Q1	$645K	Buy	3,046 +3	+0.1%	+$635	0.03%	221
2020 Q4	$677K	Buy	3,043 +240	+9%	+$53.4K	0.03%	210
2020 Q3	$704K	Buy	2,803 +204	+8%	+$51.2K	0.04%	203
2020 Q2	$487K	Sell	2,599 -100	-4%	-$18.7K	0.03%	229
2020 Q1	$389K	Sell	2,699 -137	-5%	-$19.7K	0.03%	233
2019 Q4	$461K	Buy	2,836 +78	+3%	+$12.7K	0.03%	245
2019 Q3	$409K	Hold	2,758	–	–	0.02%	256
2019 Q2	$418K	Sell	2,758 -20	-0.7%	-$3.03K	0.03%	250
2019 Q1	$440K	Hold	2,778	–	–	0.03%	243
2018 Q4	$381K	Hold	2,778	–	–	0.03%	247
2018 Q3	$442K	Buy	2,778 +20	+0.7%	+$3.18K	0.03%	245
2018 Q2	$376K	Hold	2,758	–	–	0.03%	238
2018 Q1	$321K	Buy	2,758 +45	+2%	+$5.24K	0.02%	281
2017 Q4	$277K	Hold	2,713	–	–	0.02%	303
2017 Q3	$253K	Hold	2,713	–	–	0.02%	306
2017 Q2	$235K	Hold	2,713	–	–	0.02%	296
2017 Q1	$224K	Buy	+2,713	New	+$224K	0.02%	299
2015 Q4	$213K	Buy	+2,713	New	+$213K	0.02%	241