KeyBank National Association’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Sell |
31,286
-655
| -2% | -$179K | 0.03% | 251 |
|
|
2025
Q1 | $8.57M | Sell |
31,941
-2,358
| -7% | -$633K | 0.03% | 240 |
|
|
2024
Q4 | $11.5M | Buy |
34,299
+1,287
| +4% | +$430K | 0.04% | 217 |
|
|
2024
Q3 | $9.04M | Buy |
33,012
+137
| +0.4% | +$37.5K | 0.03% | 241 |
|
|
2024
Q2 | $8.45M | Buy |
32,875
+558
| +2% | +$143K | 0.03% | 234 |
|
|
2024
Q1 | $9.73M | Sell |
32,317
-3
| -0% | -$904 | 0.04% | 222 |
|
|
2023
Q4 | $8.5M | Buy |
32,320
+422
| +1% | +$111K | 0.04% | 232 |
|
|
2023
Q3 | $6.47M | Sell |
31,898
-1,856
| -5% | -$376K | 0.03% | 239 |
|
|
2023
Q2 | $7.13M | Sell |
33,754
-1,642
| -5% | -$347K | 0.03% | 234 |
|
|
2023
Q1 | $7.07M | Buy |
35,396
+327
| +0.9% | +$65.3K | 0.03% | 234 |
|
|
2022
Q4 | $4.65M | Sell |
35,069
-3,947
| -10% | -$523K | 0.02% | 267 |
|
|
2022
Q3 | $5.61M | Sell |
39,016
-3,264
| -8% | -$469K | 0.03% | 241 |
|
|
2022
Q2 | $6.98M | Sell |
42,280
-1,706
| -4% | -$282K | 0.03% | 229 |
|
|
2022
Q1 | $9.34M | Buy |
43,986
+1,031
| +2% | +$219K | 0.04% | 214 |
|
|
2021
Q4 | $10.9M | Sell |
42,955
-59
| -0.1% | -$15K | 0.04% | 208 |
|
|
2021
Q3 | $11.7M | Buy |
43,014
+2,060
| +5% | +$559K | 0.05% | 202 |
|
|
2021
Q2 | $10M | Sell |
40,954
-452
| -1% | -$110K | 0.04% | 209 |
|
|
2021
Q1 | $8.77M | Buy |
41,406
+534
| +1% | +$113K | 0.04% | 222 |
|
|
2020
Q4 | $9.1M | Buy |
40,872
+939
| +2% | +$209K | 0.04% | 207 |
|
|
2020
Q3 | $10M | Sell |
39,933
-753
| -2% | -$189K | 0.05% | 191 |
|
|
2020
Q2 | $7.62M | Sell |
40,686
-1,859
| -4% | -$348K | 0.04% | 208 |
|
|
2020
Q1 | $6.13M | Sell |
42,545
-7,969
| -16% | -$1.15M | 0.04% | 215 |
|
|
2019
Q4 | $8.22M | Sell |
50,514
-1,746
| -3% | -$284K | 0.04% | 219 |
|
|
2019
Q3 | $7.76M | Sell |
52,260
-25,918
| -33% | -$3.85M | 0.04% | 221 |
|
|
2019
Q2 | $11.9M | Sell |
78,178
-1,924
| -2% | -$292K | 0.07% | 191 |
|
|
2019
Q1 | $12.7M | Buy |
80,102
+25,295
| +46% | +$4.01M | 0.08% | 180 |
|
|
2018
Q4 | $7.51M | Sell |
54,807
-10,947
| -17% | -$1.5M | 0.05% | 207 |
|
|
2018
Q3 | $10.5M | Buy |
65,754
+29,360
| +81% | +$4.67M | 0.06% | 199 |
|
|
2018
Q2 | $4.96M | Buy |
36,394
+8,642
| +31% | +$1.18M | 0.03% | 255 |
|
|
2018
Q1 | $3.23M | Buy |
27,752
+7,110
| +34% | +$827K | 0.02% | 286 |
|
|
2017
Q4 | $2.11M | Sell |
20,642
-738
| -3% | -$75.4K | 0.01% | 347 |
|
|
2017
Q3 | $2M | Buy |
21,380
+4,899
| +30% | +$458K | 0.01% | 355 |
|
|
2017
Q2 | $1.43M | Sell |
16,481
-486
| -3% | -$42.1K | 0.01% | 450 |
|
|
2017
Q1 | $1.4M | Sell |
16,967
-2,996
| -15% | -$247K | 0.01% | 476 |
|
|
2016
Q4 | $1.37M | Sell |
19,963
-1,150
| -5% | -$78.7K | 0.01% | 490 |
|
|
2016
Q3 | $1.51M | Sell |
21,113
-152
| -0.7% | -$10.8K | 0.01% | 434 |
|
|
2016
Q2 | $1.69M | Sell |
21,265
-105
| -0.5% | -$8.34K | 0.01% | 377 |
|
|
2016
Q1 | $1.58M | Buy |
21,370
+1,466
| +7% | +$108K | 0.01% | 403 |
|
|
2015
Q4 | $1.56M | Sell |
19,904
-355
| -2% | -$27.8K | 0.01% | 415 |
|
|
2015
Q3 | $1.41M | Buy |
20,259
+5,190
| +34% | +$360K | 0.01% | 456 |
|
|
2015
Q2 | $1.05M | Sell |
15,069
-600
| -4% | -$41.8K | 0.01% | 588 |
|
|
2015
Q1 | $1.05M | Buy |
15,669
+382
| +2% | +$25.5K | 0.01% | 621 |
|
|
2014
Q4 | $907K | Sell |
15,287
-1,566
| -9% | -$92.9K | 0.01% | 666 |
|
|
2014
Q3 | $970K | Sell |
16,853
-22,177
| -57% | -$1.28M | 0.01% | 634 |
|
|
2014
Q2 | $2.27M | Sell |
39,030
-7,498
| -16% | -$436K | 0.02% | 382 |
|
|
2014
Q1 | $2.66M | Sell |
46,528
-5,795
| -11% | -$331K | 0.02% | 342 |
|
|
2013
Q4 | $2.89M | Sell |
52,323
-2,927
| -5% | -$162K | 0.02% | 326 |
|
|
2013
Q3 | $2.87M | Sell |
55,250
-11,483
| -17% | -$596K | 0.02% | 323 |
|
|
2013
Q2 | $2.55M | Buy |
+66,733
| New | +$2.55M | 0.01% | 590 |
|