Boyd Watterson Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $2.23M | Buy |
|
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $944K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $955K | Sell |
|
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|
2020
Q3 | $1.31M | Sell |
|
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $869K | Sell |
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|
2019
Q4 | $997K | Sell |
|
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|
2019
Q3 | $914K | Sell |
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|
2019
Q2 | $938K | Sell |
|
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $899K | Buy |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $428K | Sell |
|
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $367K | Buy |
|