Indiana Trust & Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
858
-300
| -26% | -$81.8K | 0.08% | 160 |
|
|
2025
Q1 | $311K | Hold |
1,158
| – | – | 0.11% | 137 |
|
|
2024
Q4 | $387K | Hold |
1,158
| – | – | 0.13% | 119 |
|
|
2024
Q3 | $317K | Buy |
1,158
+74
| +7% | +$20.3K | 0.11% | 135 |
|
|
2024
Q2 | $279K | Sell |
1,084
-145
| -12% | -$37.3K | 0.1% | 134 |
|
|
2024
Q1 | $370K | Hold |
1,229
| – | – | 0.15% | 111 |
|
|
2023
Q4 | $323K | Sell |
1,229
-180
| -13% | -$47.4K | 0.15% | 116 |
|
|
2023
Q3 | $286K | Buy |
1,409
+220
| +19% | +$44.6K | 0.14% | 116 |
|
|
2023
Q2 | $251K | Hold |
1,189
| – | – | 0.13% | 100 |
|
|
2023
Q1 | $238K | Buy |
+1,189
| New | +$238K | 0.13% | 100 |
|
|
2022
Q3 | – | Sell |
-1,373
| Closed | -$227K | – | 112 |
|
|
2022
Q2 | $227K | Hold |
1,373
| – | – | 0.13% | 105 |
|
|
2022
Q1 | $292K | Sell |
1,373
-111
| -7% | -$23.6K | 0.14% | 98 |
|
|
2021
Q4 | $377K | Buy |
1,484
+110
| +8% | +$27.9K | 0.17% | 88 |
|
|
2021
Q3 | $373K | Buy |
+1,374
| New | +$373K | 0.19% | 84 |
|
|
2020
Q4 | – | Sell |
-844
| Closed | -$212K | – | 115 |
|
|
2020
Q3 | $212K | Buy |
+844
| New | +$212K | 0.13% | 106 |
|