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