Moody National Bank Trust Division’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
10,650
+435
| +4% | +$119K | 0.27% | 74 |
|
|
2025
Q1 | $2.74M | Buy |
10,215
+24
| +0.2% | +$6.44K | 0.29% | 72 |
|
|
2024
Q4 | $3.41M | Sell |
10,191
-166
| -2% | -$55.5K | 0.36% | 50 |
|
|
2024
Q3 | $2.83M | Buy |
10,357
+352
| +4% | +$96.3K | 0.3% | 70 |
|
|
2024
Q2 | $2.57M | Buy |
10,005
+518
| +5% | +$133K | 0.2% | 62 |
|
|
2024
Q1 | $2.86M | Buy |
9,487
+22
| +0.2% | +$6.63K | 0.23% | 54 |
|
|
2023
Q4 | $2.49M | Sell |
9,465
-10,522
| -53% | -$2.77M | 0.19% | 65 |
|
|
2023
Q3 | $4.05M | Buy |
19,987
+1,869
| +10% | +$379K | 0.26% | 53 |
|
|
2023
Q2 | $3.83M | Buy |
18,118
+142
| +0.8% | +$30K | 0.26% | 48 |
|
|
2023
Q1 | $3.59M | Buy |
17,976
+122
| +0.7% | +$24.4K | 0.31% | 49 |
|
|
2022
Q4 | $2.37M | Sell |
17,854
-319
| -2% | -$42.3K | 0.21% | 85 |
|
|
2022
Q3 | $2.61M | Sell |
18,173
-71
| -0.4% | -$10.2K | 0.27% | 71 |
|
|
2022
Q2 | $3.01M | Buy |
18,244
+629
| +4% | +$104K | 0.32% | 53 |
|
|
2022
Q1 | $3.74M | Sell |
17,615
-1,929
| -10% | -$410K | 0.12% | 57 |
|
|
2021
Q4 | $4.97M | Sell |
19,544
-48,267
| -71% | -$12.3M | 0.15% | 49 |
|
|
2021
Q3 | $18.4M | Sell |
67,811
-69
| -0.1% | -$18.7K | 0.27% | 34 |
|
|
2021
Q2 | $16.6M | Sell |
67,880
-490
| -0.7% | -$120K | 0.34% | 43 |
|
|
2021
Q1 | $14.5M | Sell |
68,370
-71
| -0.1% | -$15K | 0.34% | 52 |
|
|
2020
Q4 | $15.2M | Hold |
68,441
| – | – | 0.39% | 39 |
|
|
2020
Q3 | $17.2M | Hold |
68,441
| – | – | 0.53% | 29 |
|
|
2020
Q2 | $12.8M | Buy |
68,441
+57
| +0.1% | +$10.7K | 0.4% | 47 |
|
|
2020
Q1 | $9.85M | Sell |
68,384
-65
| -0.1% | -$9.36K | 0.35% | 50 |
|
|
2019
Q4 | $11.1M | Buy |
68,449
+5
| +0% | +$813 | 0.3% | 61 |
|
|
2019
Q3 | $10.2M | Buy |
68,444
+238
| +0.3% | +$35.3K | 0.29% | 58 |
|
|
2019
Q2 | $10.3M | Hold |
68,206
| – | – | 0.29% | 57 |
|
|
2019
Q1 | $10.8M | Buy |
68,206
+424
| +0.6% | +$67.1K | 0.3% | 55 |
|
|
2018
Q4 | $9.28M | Buy |
67,782
+518
| +0.8% | +$71K | 0.26% | 60 |
|
|
2018
Q3 | $10.7M | Buy |
67,264
+59,344
| +749% | +$9.44M | 0.27% | 61 |
|
|
2018
Q2 | $1.08M | Hold |
7,920
| – | – | 0.05% | 63 |
|
|
2018
Q1 | $921K | Sell |
7,920
-150
| -2% | -$17.4K | 0.05% | 77 |
|
|
2017
Q4 | $825K | Buy |
8,070
+235
| +3% | +$24K | 0.04% | 93 |
|
|
2017
Q3 | $732K | Sell |
7,835
-1,300
| -14% | -$121K | 0.04% | 101 |
|
|
2017
Q2 | $791K | Hold |
9,135
| – | – | 0.04% | 106 |
|
|
2017
Q1 | $753K | Hold |
9,135
| – | – | 0.04% | 108 |
|
|
2016
Q4 | $625K | Hold |
9,135
| – | – | 0.03% | 119 |
|
|
2016
Q3 | $652K | Buy |
9,135
+465
| +5% | +$33.2K | 0.04% | 113 |
|
|
2016
Q2 | $688K | Hold |
8,670
| – | – | 0.04% | 108 |
|
|
2016
Q1 | $640K | Hold |
8,670
| – | – | 0.04% | 114 |
|
|
2015
Q4 | $680K | Buy |
+8,670
| New | +$680K | 0.05% | 102 |
|