Riverview Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Sell |
85
-666
| -89% | -$182K | 0.03% | 165 |
|
|
2025
Q1 | $202K | Sell |
751
-18
| -2% | -$4.83K | 0.2% | 86 |
|
|
2024
Q4 | $257K | Hold |
769
| – | – | 0.23% | 75 |
|
|
2024
Q3 | $210K | Buy |
769
+103
| +15% | +$28.2K | 0.18% | 90 |
|
|
2024
Q2 | $171K | Sell |
666
-3,040
| -82% | -$782K | 0.16% | 97 |
|
|
2024
Q1 | $1.12M | Hold |
3,706
| – | – | 0.86% | 28 |
|
|
2023
Q4 | $975K | Hold |
3,706
| – | – | 0.99% | 25 |
|
|
2023
Q3 | $752K | Hold |
3,706
| – | – | 0.67% | 29 |
|
|
2023
Q2 | $783K | Sell |
3,706
-71
| -2% | -$15K | 0.71% | 29 |
|
|
2023
Q1 | $755K | Sell |
3,777
-192
| -5% | -$38.4K | 0.69% | 31 |
|
|
2022
Q4 | $526K | Hold |
3,969
| – | – | 0.5% | 41 |
|
|
2022
Q3 | $571K | Sell |
3,969
-511
| -11% | -$73.5K | 0.55% | 37 |
|
|
2022
Q2 | $739K | Sell |
4,480
-96
| -2% | -$15.8K | 0.64% | 34 |
|
|
2022
Q1 | $972K | Buy |
4,576
+607
| +15% | +$129K | 0.72% | 27 |
|
|
2021
Q4 | $1.01K | Hold |
3,969
| – | – | 0.59% | 23 |
|
|
2021
Q3 | $1.08M | Hold |
3,969
| – | – | 1.14% | 18 |
|
|
2021
Q2 | $970K | Hold |
3,969
| – | – | 1.03% | 21 |
|
|
2021
Q1 | $841K | Hold |
3,969
| – | – | 0.94% | 24 |
|
|
2020
Q4 | $883K | Hold |
3,969
| – | – | 0.98% | 21 |
|
|
2020
Q3 | $997K | Sell |
3,969
-1,428
| -26% | -$359K | 1.15% | 18 |
|
|
2020
Q2 | $1.01M | Hold |
5,397
| – | – | 0.98% | 19 |
|
|
2020
Q1 | $777K | Sell |
5,397
-712
| -12% | -$103K | 0.75% | 24 |
|
|
2019
Q4 | $994K | Sell |
6,109
-199
| -3% | -$32.4K | 0.67% | 27 |
|
|
2019
Q3 | $936K | Hold |
6,308
| – | – | 0.65% | 25 |
|
|
2019
Q2 | $957K | Hold |
6,308
| – | – | 0.67% | 26 |
|
|
2019
Q1 | $999K | Hold |
6,308
| – | – | 0.76% | 22 |
|
|
2018
Q4 | $864K | Buy |
+6,308
| New | +$864K | 0.68% | 24 |
|