Truist Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Buy |
536,640
+126,289
| +31% | +$34.4M | 0.21% | 98 |
|
|
2025
Q1 | $110M | Sell |
410,351
-12,247
| -3% | -$3.29M | 0.18% | 127 |
|
|
2024
Q4 | $141M | Buy |
422,598
+26,160
| +7% | +$8.75M | 0.22% | 89 |
|
|
2024
Q3 | $109M | Sell |
396,438
-13,813
| -3% | -$3.78M | 0.17% | 116 |
|
|
2024
Q2 | $105M | Buy |
410,251
+2,897
| +0.7% | +$745K | 0.16% | 132 |
|
|
2024
Q1 | $123M | Buy |
407,354
+1,791
| +0.4% | +$539K | 0.19% | 116 |
|
|
2023
Q4 | $107M | Sell |
405,563
-36,499
| -8% | -$9.6M | 0.17% | 126 |
|
|
2023
Q3 | $89.6M | Buy |
442,062
+97,453
| +28% | +$19.8M | 0.15% | 142 |
|
|
2023
Q2 | $72.8M | Buy |
344,609
+4,104
| +1% | +$867K | 0.12% | 166 |
|
|
2023
Q1 | $68M | Buy |
340,505
+7,017
| +2% | +$1.4M | 0.12% | 174 |
|
|
2022
Q4 | $44.2M | Sell |
333,488
-89,907
| -21% | -$11.9M | 0.08% | 236 |
|
|
2022
Q3 | $60.9M | Sell |
423,395
-10,956
| -3% | -$1.58M | 0.12% | 172 |
|
|
2022
Q2 | $71.7M | Sell |
434,351
-41,029
| -9% | -$6.77M | 0.13% | 157 |
|
|
2022
Q1 | $101M | Buy |
475,380
+15,104
| +3% | +$3.21M | 0.16% | 136 |
|
|
2021
Q4 | $117M | Buy |
460,276
+17,146
| +4% | +$4.36M | 0.18% | 126 |
|
|
2021
Q3 | $120M | Buy |
443,130
+9,511
| +2% | +$2.58M | 0.2% | 124 |
|
|
2021
Q2 | $106M | Sell |
433,619
-10,741
| -2% | -$2.62M | 0.17% | 135 |
|
|
2021
Q1 | $94.1M | Buy |
444,360
+10,950
| +3% | +$2.32M | 0.16% | 142 |
|
|
2020
Q4 | $96.4M | Sell |
433,410
-52,001
| -11% | -$11.6M | 0.18% | 126 |
|
|
2020
Q3 | $122M | Buy |
485,411
+76,471
| +19% | +$19.2M | 0.27% | 92 |
|
|
2020
Q2 | $76.6M | Buy |
408,940
+89,211
| +28% | +$16.7M | 0.17% | 142 |
|
|
2020
Q1 | $46M | Buy |
319,729
+27,377
| +9% | +$3.94M | 0.12% | 182 |
|
|
2019
Q4 | $47.5M | Buy |
292,352
+257,877
| +748% | +$41.9M | 0.1% | 218 |
|
|
2019
Q3 | $5.12M | Buy |
34,475
+2,686
| +8% | +$399K | 0.09% | 224 |
|
|
2019
Q2 | $4.82M | Sell |
31,789
-2
| -0% | -$304 | 0.08% | 226 |
|
|
2019
Q1 | $5.04M | Buy |
31,791
+875
| +3% | +$139K | 0.09% | 218 |
|
|
2018
Q4 | $4.24M | Buy |
30,916
+1,639
| +6% | +$225K | 0.09% | 229 |
|
|
2018
Q3 | $4.66M | Buy |
29,277
+2,296
| +9% | +$365K | 0.08% | 247 |
|
|
2018
Q2 | $3.68M | Buy |
26,981
+3,579
| +15% | +$488K | 0.07% | 272 |
|
|
2018
Q1 | $2.72M | Buy |
23,402
+2,651
| +13% | +$308K | 0.05% | 317 |
|
|
2017
Q4 | $2.12M | Buy |
20,751
+533
| +3% | +$54.5K | 0.04% | 356 |
|
|
2017
Q3 | $1.89M | Buy |
20,218
+525
| +3% | +$49K | 0.04% | 366 |
|
|
2017
Q2 | $1.71M | Sell |
19,693
-772
| -4% | -$66.8K | 0.03% | 382 |
|
|
2017
Q1 | $1.69M | Sell |
20,465
-413
| -2% | -$34.1K | 0.03% | 386 |
|
|
2016
Q4 | $1.43M | Sell |
20,878
-1,131
| -5% | -$77.4K | 0.03% | 411 |
|
|
2016
Q3 | $1.57M | Sell |
22,009
-1,460
| -6% | -$104K | 0.03% | 403 |
|
|
2016
Q2 | $1.86M | Buy |
23,469
+465
| +2% | +$36.9K | 0.04% | 379 |
|
|
2016
Q1 | $1.7M | Sell |
23,004
-1,777
| -7% | -$131K | 0.04% | 341 |
|
|
2015
Q4 | $1.94M | Buy |
24,781
+1,766
| +8% | +$138K | 0.05% | 318 |
|
|
2015
Q3 | $1.6M | Sell |
23,015
-539
| -2% | -$37.4K | 0.04% | 346 |
|
|
2015
Q2 | $1.64M | Buy |
23,554
+987
| +4% | +$68.7K | 0.04% | 316 |
|
|
2015
Q1 | $1.51M | Buy |
22,567
+4,743
| +27% | +$317K | 0.04% | 327 |
|
|
2014
Q4 | $1.06M | Sell |
17,824
-639
| -3% | -$37.9K | 0.03% | 374 |
|
|
2014
Q3 | $1.06M | Buy |
18,463
+299
| +2% | +$17.2K | 0.03% | 366 |
|
|
2014
Q2 | $1.06M | Sell |
18,164
-143
| -0.8% | -$8.31K | 0.03% | 371 |
|
|
2014
Q1 | $1.05M | Sell |
18,307
-150
| -0.8% | -$8.56K | 0.03% | 368 |
|
|
2013
Q4 | $1.02M | Sell |
18,457
-1,210
| -6% | -$66.7K | 0.03% | 365 |
|
|
2013
Q3 | $1.02M | Sell |
19,667
-653
| -3% | -$33.9K | 0.04% | 334 |
|
|
2013
Q2 | $776K | Buy |
+20,320
| New | +$776K | 0.03% | 375 |
|