Pioneer Trust Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
24,419
+125
| +0.5% | +$34.1K | 1.7% | 23 |
|
|
2025
Q1 | $6.52M | Sell |
24,294
-485
| -2% | -$130K | 1.72% | 23 |
|
|
2024
Q4 | $8.28M | Buy |
24,779
+780
| +3% | +$261K | 2.08% | 17 |
|
|
2024
Q3 | $6.57M | Buy |
23,999
+2,414
| +11% | +$661K | 1.68% | 24 |
|
|
2024
Q2 | $5.55M | Buy |
21,585
+680
| +3% | +$175K | 1.5% | 31 |
|
|
2024
Q1 | $6.3M | Buy |
20,905
+1,315
| +7% | +$396K | 1.75% | 27 |
|
|
2023
Q4 | $5.15M | Buy |
19,590
+4,930
| +34% | +$1.3M | 1.54% | 29 |
|
|
2023
Q3 | $2.97M | Sell |
14,660
-1,935
| -12% | -$392K | 0.99% | 33 |
|
|
2023
Q2 | $3.51M | Buy |
16,595
+2,040
| +14% | +$431K | 1.01% | 34 |
|
|
2023
Q1 | $2.91M | Buy |
+14,555
| New | +$2.91M | 0.86% | 34 |
|