Montecito Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Buy |
4,473
+203
| +5% | +$54.5K | 0.21% | 113 |
|
|
2024
Q4 | $1.43M | Buy |
4,270
+477
| +13% | +$159K | 0.25% | 89 |
|
|
2024
Q3 | $1.04M | Buy |
3,793
+1,998
| +111% | +$547K | 0.18% | 133 |
|
|
2024
Q2 | $461K | Sell |
1,795
-209
| -10% | -$53.7K | 0.09% | 191 |
|
|
2024
Q1 | $604K | Buy |
2,004
+732
| +58% | +$220K | 0.12% | 160 |
|
|
2023
Q4 | $335K | Buy |
1,272
+50
| +4% | +$13.2K | 0.07% | 208 |
|
|
2023
Q3 | $248K | Buy |
+1,222
| New | +$248K | 0.06% | 219 |
|