Nicolet Bankshares’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
7,664
-15
| -0.2% | -$4.09K | 0.36% | 43 |
|
|
2025
Q1 | $2.06M | Sell |
7,679
-377
| -5% | -$101K | 0.41% | 39 |
|
|
2024
Q4 | $2.69M | Sell |
8,056
-69
| -0.8% | -$23.1K | 0.64% | 31 |
|
|
2024
Q3 | $2.22M | Sell |
8,125
-127
| -2% | -$34.8K | 0.54% | 38 |
|
|
2024
Q2 | $2.12M | Sell |
8,252
-285
| -3% | -$73.3K | 0.53% | 37 |
|
|
2024
Q1 | $2.57M | Sell |
8,537
-128
| -1% | -$38.6K | 0.64% | 32 |
|
|
2023
Q4 | $2.28M | Sell |
8,665
-86
| -1% | -$22.6K | 0.61% | 35 |
|
|
2023
Q3 | $1.77M | Sell |
8,751
-4,569
| -34% | -$927K | 0.54% | 41 |
|
|
2023
Q2 | $2.15M | Buy |
13,320
+3,149
| +31% | +$509K | 0.61% | 34 |
|
|
2023
Q1 | $1.41M | Buy |
10,171
+7
| +0.1% | +$967 | 0.46% | 47 |
|
|
2022
Q4 | $932K | Sell |
10,164
-32
| -0.3% | -$2.93K | 0.32% | 65 |
|
|
2022
Q3 | $1.47M | Buy |
10,196
+219
| +2% | +$31.5K | 0.42% | 48 |
|
|
2022
Q2 | $1.65M | Buy |
9,977
+800
| +9% | +$132K | 0.43% | 45 |
|
|
2022
Q1 | $1.95M | Buy |
9,177
+314
| +4% | +$66.7K | 0.42% | 44 |
|
|
2021
Q4 | $2.25M | Buy |
8,863
+852
| +11% | +$216K | 0.5% | 33 |
|
|
2021
Q3 | $2.17M | Buy |
8,011
+36
| +0.5% | +$9.77K | 0.56% | 30 |
|
|
2021
Q2 | $1.95M | Buy |
7,975
+361
| +5% | +$88.2K | 0.51% | 35 |
|
|
2021
Q1 | $1.61M | Buy |
7,614
+1,181
| +18% | +$250K | 0.45% | 39 |
|
|
2020
Q4 | $1.43M | Buy |
6,433
+46
| +0.7% | +$10.2K | 0.44% | 37 |
|
|
2020
Q3 | $1.61M | Buy |
6,387
+30
| +0.5% | +$7.54K | 0.56% | 31 |
|
|
2020
Q2 | $1.19M | Sell |
6,357
-480
| -7% | -$89.9K | 0.45% | 41 |
|
|
2020
Q1 | $984K | Hold |
6,837
| – | – | 0.44% | 41 |
|
|
2019
Q4 | $1.11M | Sell |
6,837
-125
| -2% | -$20.3K | 0.41% | 49 |
|
|
2019
Q3 | $1.03M | Sell |
6,962
-203
| -3% | -$30.1K | 0.41% | 50 |
|
|
2019
Q2 | $1.09M | Buy |
7,165
+924
| +15% | +$140K | 0.45% | 41 |
|
|
2019
Q1 | $988K | Sell |
6,241
-39
| -0.6% | -$6.17K | 0.41% | 45 |
|
|
2018
Q4 | $860K | Sell |
6,280
-2,189
| -26% | -$300K | 0.41% | 46 |
|
|
2018
Q3 | $1.35M | Sell |
8,469
-146
| -2% | -$23.2K | 0.54% | 34 |
|
|
2018
Q2 | $1.18M | Sell |
8,615
-217
| -2% | -$29.6K | 0.49% | 38 |
|
|
2018
Q1 | $1.03M | Hold |
8,832
| – | – | 0.44% | 42 |
|
|
2017
Q4 | $903K | Buy |
8,832
+303
| +4% | +$31K | 0.39% | 53 |
|
|
2017
Q3 | $797K | Buy |
8,529
+953
| +13% | +$89.1K | 0.36% | 62 |
|
|
2017
Q2 | $656K | Sell |
7,576
-1,168
| -13% | -$101K | 0.31% | 66 |
|
|
2017
Q1 | $721K | Sell |
8,744
-2,431
| -22% | -$200K | 0.38% | 57 |
|
|
2016
Q4 | $765K | Buy |
11,175
+1,224
| +12% | +$83.8K | 0.42% | 46 |
|
|
2016
Q3 | $710K | Buy |
9,951
+5,668
| +132% | +$404K | 0.41% | 48 |
|
|
2016
Q2 | $340K | Buy |
4,283
+187
| +5% | +$14.8K | 0.22% | 93 |
|
|
2016
Q1 | $302K | Buy |
4,096
+109
| +3% | +$8.04K | 0.21% | 92 |
|
|
2015
Q4 | $271K | Buy |
+3,987
| New | +$271K | 0.27% | 96 |
|