United Community 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 | $1.03M | Buy |
3,779
+326
| +9% | +$88.9K | 0.35% | 74 |
|
|
2025
Q1 | $927K | Buy |
3,453
+413
| +14% | +$111K | 0.35% | 71 |
|
|
2024
Q4 | $1.02M | Buy |
3,040
+165
| +6% | +$55.2K | 0.4% | 68 |
|
|
2024
Q3 | $787K | Buy |
2,875
+404
| +16% | +$111K | 0.31% | 86 |
|
|
2024
Q2 | $635K | Buy |
2,471
+1,141
| +86% | +$293K | 0.26% | 92 |
|
|
2024
Q1 | $401K | Buy |
1,330
+315
| +31% | +$94.9K | 0.16% | 112 |
|
|
2023
Q4 | $267K | Buy |
1,015
+165
| +19% | +$43.4K | 0.11% | 147 |
|
|
2023
Q3 | $172K | Buy |
850
+10
| +1% | +$2.03K | 0.08% | 166 |
|
|
2023
Q2 | $177K | Buy |
+840
| New | +$177K | 0.16% | 90 |
|
|
2023
Q1 | – | Sell |
-374
| Closed | -$49.6K | – | 235 |
|
|
2022
Q4 | $49.6K | Buy |
+374
| New | +$49.6K | 0.05% | 175 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$12.7K | – | 248 |
|
|
2021
Q4 | $12.7K | Buy |
+50
| New | +$12.7K | 0.01% | 223 |
|