Moody National Bank Trust Division’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Buy |
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|
2025
Q2 | $2.9M | Buy |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $3.41M | Sell |
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|
2024
Q3 | $2.83M | Buy |
|
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $2.86M | Buy |
|
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $4.05M | Buy |
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|
2023
Q2 | $3.83M | Buy |
|
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $3.74M | Sell |
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|
2021
Q4 | $4.97M | Sell |
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|
2021
Q3 | $18.4M | Sell |
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|
2021
Q2 | $16.6M | Sell |
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|
2021
Q1 | $14.5M | Sell |
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|
2020
Q4 | $15.2M | Hold |
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|
2020
Q3 | $17.2M | Hold |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | $9.85M | Sell |
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|
2019
Q4 | $11.1M | Buy |
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|
2019
Q3 | $10.2M | Buy |
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|
2019
Q2 | $10.3M | Hold |
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|
2019
Q1 | $10.8M | Buy |
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|
2018
Q4 | $9.28M | Buy |
|
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|
2018
Q3 | $10.7M | Buy |
|
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|
2018
Q2 | $1.08M | Hold |
|
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|
2018
Q1 | $921K | Sell |
|
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|
2017
Q4 | $825K | Buy |
|
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|
2017
Q3 | $732K | Sell |
|
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|
2017
Q2 | $791K | Hold |
|
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|
2017
Q1 | $753K | Hold |
|
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|
2016
Q4 | $625K | Hold |
|
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|
2016
Q3 | $652K | Buy |
|
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|
2016
Q2 | $688K | Hold |
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|
2016
Q1 | $640K | Hold |
|
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|
2015
Q4 | $680K | Buy |
|