Umpqua 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 | $2.27M | Buy |
8,312
+615
| +8% | +$168K | 0.69% | 43 |
|
|
2025
Q1 | $2.07M | Buy |
7,697
+294
| +4% | +$78.9K | 0.71% | 42 |
|
|
2024
Q4 | $2.4M | Sell |
7,403
-305
| -4% | -$98.7K | 0.83% | 32 |
|
|
2024
Q3 | $2.11M | Buy |
7,708
+34
| +0.4% | +$9.31K | 0.77% | 35 |
|
|
2024
Q2 | $1.97M | Buy |
7,674
+194
| +3% | +$49.9K | 0.76% | 33 |
|
|
2024
Q1 | $2.25M | Buy |
+7,480
| New | +$2.25M | 0.92% | 28 |
|