VeraBank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
10,406
+3,293
| +46% | +$898K | 0.57% | 27 |
|
|
2025
Q1 | $1.91M | Sell |
7,113
-84
| -1% | -$22.5K | 0.53% | 40 |
|
|
2024
Q4 | $2.41M | Sell |
7,197
-6
| -0.1% | -$2.01K | 0.68% | 29 |
|
|
2024
Q3 | $1.97M | Sell |
7,203
-61
| -0.8% | -$16.7K | 0.58% | 38 |
|
|
2024
Q2 | $1.87M | Sell |
7,264
-50
| -0.7% | -$12.9K | 0.58% | 36 |
|
|
2024
Q1 | $2.2M | Sell |
7,314
-651
| -8% | -$196K | 0.69% | 34 |
|
|
2023
Q4 | $2.1M | Sell |
7,965
-139
| -2% | -$36.6K | 0.71% | 33 |
|
|
2023
Q3 | $1.64M | Sell |
8,104
-72
| -0.9% | -$14.6K | 0.63% | 39 |
|
|
2023
Q2 | $1.73M | Hold |
8,176
| – | – | 0.67% | 38 |
|
|
2023
Q1 | $1.63M | Sell |
8,176
-906
| -10% | -$181K | 0.76% | 36 |
|
|
2022
Q4 | $1.2M | Buy |
9,082
+14
| +0.2% | +$1.86K | 0.6% | 40 |
|
|
2022
Q3 | $1.3M | Sell |
9,068
-65
| -0.7% | -$9.35K | 0.82% | 33 |
|
|
2022
Q2 | $1.51M | Buy |
9,133
+90
| +1% | +$14.9K | 0.88% | 29 |
|
|
2022
Q1 | $1.92M | Hold |
9,043
| – | – | 0.99% | 28 |
|
|
2021
Q4 | $2.3M | Buy |
9,043
+45
| +0.5% | +$11.4K | 1.16% | 25 |
|
|
2021
Q3 | $2.44M | Hold |
8,998
| – | – | 1.38% | 20 |
|
|
2021
Q2 | $2.2M | Sell |
8,998
-20
| -0.2% | -$4.89K | 1.31% | 25 |
|
|
2021
Q1 | $1.91M | Hold |
9,018
| – | – | 1.24% | 25 |
|
|
2020
Q4 | $2.01M | Sell |
9,018
-251
| -3% | -$55.9K | 1.41% | 21 |
|
|
2020
Q3 | $2.33M | Sell |
9,269
-200
| -2% | -$50.3K | 1.79% | 13 |
|
|
2020
Q2 | $1.77M | Buy |
9,469
+75
| +0.8% | +$14.1K | 1.45% | 23 |
|
|
2020
Q1 | $1.35M | Buy |
9,394
+1,225
| +15% | +$176K | 1.31% | 24 |
|
|
2019
Q4 | $1.33M | Hold |
8,169
| – | – | 1.07% | 29 |
|
|
2019
Q3 | $1.21M | Hold |
8,169
| – | – | 1.09% | 29 |
|
|
2019
Q2 | $1.24M | Hold |
8,169
| – | – | 1.16% | 26 |
|
|
2019
Q1 | $1.29M | Hold |
8,169
| – | – | 1.23% | 26 |
|
|
2018
Q4 | $1.12M | Buy |
+8,169
| New | +$1.12M | 1.2% | 28 |
|