Israel Discount Bank of New York’s Salesforce CRM Stock Holding History

Israel Discount Bank of New York’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-837	Closed	-$280K	–	39
2024 Q4	$280K	Sell	837 -46	-5%	-$15.4K	0.2%	34
2024 Q3	$242K	Buy	+883	New	+$242K	0.36%	39
2024 Q2	–	Sell	-1,387	Closed	-$418K	–	57
2024 Q1	$418K	Sell	1,387 -1,035	-43%	-$312K	0.52%	38
2023 Q4	$637K	Sell	2,422 -810	-25%	-$213K	0.5%	39
2023 Q3	$655K	Sell	3,232 -35	-1%	-$7.1K	0.54%	34
2023 Q2	$690K	Sell	3,267 -797	-20%	-$168K	0.55%	35
2023 Q1	$812K	Sell	4,064 -217	-5%	-$43.4K	0.61%	34
2022 Q4	$567K	Sell	4,281 -266	-6%	-$35.2K	0.48%	52
2022 Q3	$654K	Buy	4,547 +426	+10%	+$61.3K	0.54%	44
2022 Q2	$680K	Sell	4,121 -502	-11%	-$82.8K	0.52%	48
2022 Q1	$981K	Sell	4,623 -96	-2%	-$20.4K	0.64%	30
2021 Q4	$1.2M	Buy	4,719 +934	+25%	+$237K	0.74%	28
2021 Q3	$1.03M	Buy	+3,785	New	+$1.03M	0.69%	28
2021 Q1	$757K	Sell	3,575 -984	-22%	-$208K	0.58%	41
2020 Q4	$1.02M	Sell	4,559 -614	-12%	-$137K	0.74%	26
2020 Q3	$1.3M	Sell	5,173 -466	-8%	-$117K	0.84%	25
2020 Q2	$1.06M	Sell	5,639 -1,759	-24%	-$329K	0.72%	31
2020 Q1	$1.07M	Sell	7,398 -35	-0.5%	-$5.04K	0.82%	33
2019 Q4	$1.21M	Buy	7,433 +561	+8%	+$91.2K	0.79%	31
2019 Q3	$1.02M	Buy	6,872 +2,397	+54%	+$356K	0.75%	37
2019 Q2	$679K	Buy	4,475 +265	+6%	+$40.2K	0.51%	48
2019 Q1	$666K	Sell	4,210 -115	-3%	-$18.2K	0.46%	46
2018 Q4	$592K	Sell	4,325 -1,080	-20%	-$148K	0.45%	42
2018 Q3	$860K	Sell	5,405 -100	-2%	-$15.9K	0.56%	31
2018 Q2	$751K	Buy	5,505 +22	+0.4%	+$3K	0.5%	37
2018 Q1	$637K	Sell	5,483 -122	-2%	-$14.2K	0.42%	49
2017 Q4	$573K	Sell	5,605 -55	-1%	-$5.62K	0.4%	56
2017 Q3	$529K	Sell	5,660 -320	-5%	-$29.9K	0.4%	57
2017 Q2	$518K	Sell	5,980 -3,046	-34%	-$264K	0.42%	54
2017 Q1	$745K	Buy	9,026 +1,850	+26%	+$153K	0.61%	37
2016 Q4	$491K	Buy	+7,176	New	+$491K	0.44%	51