Union Savings 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 | $71.6K | Hold |
277
| – | – | 0.03% | 197 |
|
|
2025
Q1 | $74.3K | Buy |
277
+122
| +79% | +$32.7K | 0.04% | 203 |
|
|
2024
Q4 | $51.8K | Hold |
155
| – | – | 0.03% | 213 |
|
|
2024
Q3 | $42.4K | Hold |
155
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $39.8K | Buy |
155
+35
| +29% | +$9K | 0.02% | 226 |
|
|
2024
Q1 | $36.1K | Hold |
120
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $31.6K | Hold |
120
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $24.3K | Hold |
120
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $27K | Buy |
+120
| New | +$27K | 0.02% | 237 |
|