Texas Capital Bank Wealth Management Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $338K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $219K | Buy |
|