Hilltop National Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $806K | Buy |
+2,954
| New | +$806K | 0.21% | 112 |
|
2024
Q4 | $638K | Sell |
1,908
-60
| -3% | -$20.1K | 0.19% | 121 |
|
2024
Q3 | $539K | Sell |
1,968
-34
| -2% | -$9.31K | 0.16% | 128 |
|
2024
Q2 | $515K | Buy |
2,002
+1
| +0% | +$257 | 0.17% | 131 |
|
2024
Q1 | $603K | Buy |
+2,001
| New | +$603K | 0.2% | 124 |
|