UMB 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 | $21.2M | Sell |
77,594
-17,484
| -18% | -$4.77M | 0.33% | 59 |
|
|
2025
Q1 | $25.5M | Buy |
95,078
+7,546
| +9% | +$2.03M | 0.42% | 51 |
|
|
2024
Q4 | $29.3M | Sell |
87,532
-879
| -1% | -$294K | 0.46% | 45 |
|
|
2024
Q3 | $24.2M | Sell |
88,411
-1,015
| -1% | -$278K | 0.38% | 60 |
|
|
2024
Q2 | $23M | Buy |
89,426
+65
| +0.1% | +$16.7K | 0.38% | 62 |
|
|
2024
Q1 | $26.9M | Sell |
89,361
-78
| -0.1% | -$23.5K | 0.43% | 58 |
|
|
2023
Q4 | $23.5M | Buy |
89,439
+464
| +0.5% | +$122K | 0.34% | 67 |
|
|
2023
Q3 | $18M | Buy |
88,975
+23,815
| +37% | +$4.83M | 0.29% | 77 |
|
|
2023
Q2 | $13.8M | Buy |
65,160
+31,243
| +92% | +$6.6M | 0.21% | 102 |
|
|
2023
Q1 | $6.78M | Sell |
33,917
-6,230
| -16% | -$1.24M | 0.11% | 155 |
|
|
2022
Q4 | $5.32M | Sell |
40,147
-111,229
| -73% | -$14.8M | 0.08% | 170 |
|
|
2022
Q3 | $21.8M | Sell |
151,376
-5,460
| -3% | -$785K | 0.37% | 69 |
|
|
2022
Q2 | $25.9M | Sell |
156,836
-452
| -0.3% | -$74.6K | 0.4% | 63 |
|
|
2022
Q1 | $33.4M | Buy |
157,288
+8,145
| +5% | +$1.73M | 0.44% | 60 |
|
|
2021
Q4 | $37.9M | Buy |
149,143
+13,096
| +10% | +$3.33M | 0.48% | 49 |
|
|
2021
Q3 | $36.9M | Buy |
136,047
+3,669
| +3% | +$995K | 0.83% | 27 |
|
|
2021
Q2 | $32.3M | Sell |
132,378
-706
| -0.5% | -$172K | 0.74% | 33 |
|
|
2021
Q1 | $28.2M | Buy |
133,084
+2,539
| +2% | +$538K | 0.69% | 37 |
|
|
2020
Q4 | $29.1M | Sell |
130,545
-3,520
| -3% | -$783K | 0.78% | 32 |
|
|
2020
Q3 | $25.1M | Hold |
134,065
| – | – | 0.78% | 32 |
|
|
2020
Q2 | $25.1M | Sell |
134,065
-1,934
| -1% | -$362K | 0.78% | 32 |
|
|
2020
Q1 | $19.6M | Buy |
135,999
+1,308
| +1% | +$188K | 0.7% | 40 |
|
|
2019
Q4 | $21.9M | Buy |
134,691
+830
| +0.6% | +$135K | 0.6% | 49 |
|
|
2019
Q3 | $19.9K | Buy |
133,861
+38,520
| +40% | +$5.72K | 0.48% | 53 |
|
|
2019
Q2 | $14.5K | Buy |
95,341
+40,309
| +73% | +$6.12K | 0.36% | 65 |
|
|
2019
Q1 | $8.72M | Buy |
55,032
+19,553
| +55% | +$3.1M | 0.27% | 81 |
|
|
2018
Q4 | $4.86K | Buy |
35,479
+510
| +1% | +$70 | 0.15% | 104 |
|
|
2018
Q3 | $5.56M | Buy |
34,969
+8,284
| +31% | +$1.32M | 0.17% | 114 |
|
|
2018
Q2 | $3.64M | Sell |
26,685
-179
| -0.7% | -$24.4K | 0.12% | 130 |
|
|
2018
Q1 | $3.12M | Buy |
26,864
+7,610
| +40% | +$885K | 0.1% | 142 |
|
|
2017
Q4 | $1.97M | Buy |
19,254
+119
| +0.6% | +$12.2K | 0.06% | 173 |
|
|
2017
Q3 | $1.79M | Sell |
19,135
-320
| -2% | -$29.9K | 0.06% | 174 |
|
|
2017
Q2 | $1.69M | Sell |
19,455
-1,095
| -5% | -$94.8K | 0.06% | 176 |
|
|
2017
Q1 | $1.7M | Sell |
20,550
-900
| -4% | -$74.2K | 0.06% | 172 |
|
|
2016
Q4 | $1.47M | Sell |
21,450
-22,890
| -52% | -$1.57M | 0.05% | 178 |
|
|
2016
Q3 | $3.16M | Sell |
44,340
-5,417
| -11% | -$386K | 0.13% | 133 |
|
|
2016
Q2 | $3.95M | Sell |
49,757
-513
| -1% | -$40.7K | 0.17% | 109 |
|
|
2016
Q1 | $3.71M | Sell |
50,270
-35,440
| -41% | -$2.62M | 0.16% | 111 |
|
|
2015
Q4 | $6.72M | Sell |
85,710
-1,726
| -2% | -$135K | 0.29% | 81 |
|
|
2015
Q3 | $6.07M | Buy |
87,436
+392
| +0.5% | +$27.2K | 0.36% | 68 |
|
|
2015
Q2 | $6.06K | Sell |
87,044
-4,709
| -5% | -$328 | 0.28% | 82 |
|
|
2015
Q1 | $6.13K | Buy |
91,753
+40,040
| +77% | +$2.68K | 0.28% | 89 |
|
|
2014
Q4 | $3.07M | Buy |
51,713
+40,496
| +361% | +$2.4M | 0.14% | 123 |
|
|
2014
Q3 | $646 | Sell |
11,217
-23,884
| -68% | -$1.38K | 0.03% | 199 |
|
|
2014
Q2 | $2.04M | Sell |
35,101
-73,687
| -68% | -$4.28M | 0.1% | 136 |
|
|
2014
Q1 | $6.21M | Buy |
108,788
+6,476
| +6% | +$370K | 0.35% | 79 |
|
|
2013
Q4 | $5.65K | Buy |
102,312
+2,356
| +2% | +$130 | 0.31% | 79 |
|
|
2013
Q3 | $5.19K | Sell |
99,956
-8,439
| -8% | -$438 | 0.3% | 80 |
|
|
2013
Q2 | $4.14K | Buy |
+108,395
| New | +$4.14K | 0.24% | 87 |
|