Heartland 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 | $1.59M | Sell |
5,816
-165
| -3% | -$45K | 0.74% | 27 |
|
|
2025
Q1 | $1.61M | Buy |
5,981
+3,227
| +117% | +$866K | 0.82% | 27 |
|
|
2024
Q4 | $921K | Buy |
2,754
+740
| +37% | +$247K | 0.5% | 41 |
|
|
2024
Q3 | $551K | Sell |
2,014
-130
| -6% | -$35.6K | 0.3% | 80 |
|
|
2024
Q2 | $551K | Sell |
2,144
-3,888
| -64% | -$1,000K | 0.31% | 76 |
|
|
2024
Q1 | $1.82M | Buy |
+6,032
| New | +$1.82M | 1.06% | 17 |
|