Boyd Watterson Asset Management’s Salesforce CRM Stock Holding History

Boyd Watterson Asset Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Buy	12,163 +2,030	+20%	+$421K	0.7%	38
2025 Q4	$2.68M	Buy	10,133 +849	+9%	+$211K	0.77%	35
2025 Q3	$2.2M	Buy	9,284 +2,118	+30%	+$534K	0.66%	43
2025 Q2	$1.95M	Buy	7,166 +395	+6%	+$106K	0.62%	44
2025 Q1	$1.82M	Sell	6,771 -10	-0.1%	-$3.11K	0.58%	51
2024 Q4	$2.27M	Sell	6,781 -204	-3%	-$65.1K	0.63%	41
2024 Q3	$1.91M	Sell	6,985 -5	-0.1%	-$1.28K	0.52%	46
2024 Q2	$1.8M	Sell	6,990 -418	-6%	-$112K	0.51%	42
2024 Q1	$2.23M	Buy	7,408 +336	+5%	+$96.9K	0.8%	35
2023 Q4	$1.86M	Sell	7,072 -48	-0.7%	-$10.9K	0.74%	39
2023 Q3	$1.44M	Sell	7,120 -9	-0.1%	-$1.95K	0.63%	41
2023 Q2	$1.51M	Sell	7,129 -4	-0.1%	-$817	0.6%	42
2023 Q1	$1.43M	Buy	7,133 +16	+0.2%	+$2.7K	0.58%	44
2022 Q4	$944K	Sell	7,117 -71	-1%	-$10.4K	0.39%	67
2022 Q3	$1.03M	Buy	7,188 +15	+0.2%	+$2.54K	0.47%	52
2022 Q2	$1.18M	Buy	7,173 +4,953	+223%	+$875K	0.5%	48
2022 Q1	$471K	Buy	2,220 +1,118	+101%	+$241K	0.17%	105
2021 Q4	$280K	Sell	1,102 -106	-9%	-$29.8K	0.09%	128
2021 Q3	$328K	Buy	1,208 +108	+10%	+$27.4K	0.12%	119
2021 Q2	$269K	Sell	1,100 -730	-40%	-$168K	0.11%	126
2021 Q1	$388K	Sell	1,830 -2,460	-57%	-$548K	0.17%	112
2020 Q4	$955K	Sell	4,290 -937	-18%	-$228K	0.45%	66
2020 Q3	$1.31M	Sell	5,227 -1,442	-22%	-$316K	0.72%	45
2020 Q2	$1.25M	Buy	6,669 +632	+10%	+$106K	0.84%	37
2020 Q1	$869K	Sell	6,037 -94	-2%	-$16.1K	0.71%	44
2019 Q4	$997K	Sell	6,131 -25	-0.4%	-$3.92K	0.66%	46
2019 Q3	$914K	Sell	6,156 -27	-0.4%	-$4.1K	0.64%	49
2019 Q2	$938K	Sell	6,183 -755	-11%	-$118K	0.64%	49
2019 Q1	$1.1M	Buy	6,938 +378	+6%	+$58.6K	0.69%	43
2018 Q4	$899K	Buy	6,560 +3,632	+124%	+$500K	0.66%	50
2018 Q3	$466K	Sell	2,928 -213	-7%	-$31.6K	0.27%	91
2018 Q2	$428K	Sell	3,141 -63	-2%	-$8.04K	0.25%	89
2018 Q1	$373K	Sell	3,204 -385	-11%	-$44.2K	0.19%	114
2017 Q4	$367K	Buy	+3,589	New	+$366K	0.18%	116