St Louis Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
753
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $202K | Buy |
+753
| New | +$202K | 0.03% | 119 |
|
|
2024
Q2 | – | Sell |
-753
| Closed | -$227K | – | 123 |
|
|
2024
Q1 | $227K | Buy |
+753
| New | +$227K | 0.04% | 117 |
|
|
2018
Q2 | – | Sell |
-1,772
| Closed | -$206K | – | 99 |
|
|
2018
Q1 | $206K | Buy |
+1,772
| New | +$206K | 0.07% | 105 |
|