Missouri Trust & Investment Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
9,698
+213
| +2% | +$58.1K | 0.86% | 25 |
|
|
2025
Q1 | $2.55M | Buy |
9,485
+113
| +1% | +$30.3K | 0.89% | 21 |
|
|
2024
Q4 | $3.13M | Buy |
9,372
+96
| +1% | +$32.1K | 1.1% | 13 |
|
|
2024
Q3 | $2.54M | Buy |
9,276
+739
| +9% | +$202K | 0.89% | 18 |
|
|
2024
Q2 | $2.19M | Sell |
8,537
-70
| -0.8% | -$18K | 0.83% | 20 |
|
|
2024
Q1 | $2.59M | Sell |
8,607
-315
| -4% | -$94.9K | 1% | 15 |
|
|
2023
Q4 | $2.35M | Buy |
8,922
+913
| +11% | +$240K | 0.95% | 16 |
|
|
2023
Q3 | $1.62M | Buy |
8,009
+1,172
| +17% | +$238K | 0.73% | 23 |
|
|
2023
Q2 | $1.44M | Sell |
6,837
-69
| -1% | -$14.6K | 0.81% | 29 |
|
|
2023
Q1 | $1.38M | Sell |
6,906
-462
| -6% | -$92.3K | 0.89% | 27 |
|
|
2022
Q4 | $977K | Sell |
7,368
-1,793
| -20% | -$238K | 0.59% | 39 |
|
|
2022
Q3 | $1.32M | Buy |
9,161
+372
| +4% | +$53.5K | 0.86% | 24 |
|
|
2022
Q2 | $1.45M | Buy |
8,789
+775
| +10% | +$128K | 0.95% | 23 |
|
|
2022
Q1 | $1.7M | Buy |
8,014
+1,072
| +15% | +$228K | 1% | 20 |
|
|
2021
Q4 | $1.76M | Buy |
+6,942
| New | +$1.76M | 1.02% | 18 |
|