Ferguson Wellman Capital 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
Q3 | $609K | Buy |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $991K | Buy |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $311K | Buy |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $18.8M | Buy |
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|
2022
Q1 | $23.5M | Sell |
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|
2021
Q4 | $31.1M | Buy |
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|
2021
Q3 | $19.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $226K | Buy |
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