Montecito Bank & Trust’s Salesforce CRM Stock Holding History

Montecito Bank & Trust’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Buy
2025 Q1	$1.2M	Buy
2024 Q4	$1.43M	Buy
2024 Q3	$1.04M	Buy
2024 Q2	$461K	Sell
2024 Q1	$604K	Buy
2023 Q4	$335K	Buy
2023 Q3	$248K	Buy