Ferguson Wellman Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
2,104
-1,588
| -43% | -$433K | 0.01% | 227 |
|
|
2025
Q1 | $991K | Buy |
3,692
+1,760
| +91% | +$472K | 0.02% | 184 |
|
|
2024
Q4 | $646K | Buy |
1,932
+155
| +9% | +$51.8K | 0.01% | 216 |
|
|
2024
Q3 | $486K | Buy |
1,777
+132
| +8% | +$36.1K | 0.01% | 255 |
|
|
2024
Q2 | $423K | Buy |
1,645
+334
| +25% | +$85.9K | 0.01% | 264 |
|
|
2024
Q1 | $395K | Buy |
1,311
+138
| +12% | +$41.6K | 0.01% | 274 |
|
|
2023
Q4 | $309K | Sell |
1,173
-19
| -2% | -$5K | 0.01% | 305 |
|
|
2023
Q3 | $242K | Sell |
1,192
-281
| -19% | -$57K | 0.01% | 323 |
|
|
2023
Q2 | $311K | Buy |
1,473
+309
| +27% | +$65.3K | 0.01% | 303 |
|
|
2023
Q1 | $233K | Buy |
+1,164
| New | +$233K | 0.01% | 330 |
|
|
2022
Q3 | – | Sell |
-113,744
| Closed | -$18.8M | – | 296 |
|
|
2022
Q2 | $18.8M | Buy |
113,744
+2,837
| +3% | +$468K | 0.7% | 49 |
|
|
2022
Q1 | $23.5M | Sell |
110,907
-11,306
| -9% | -$2.4M | 0.74% | 41 |
|
|
2021
Q4 | $31.1M | Buy |
122,213
+51,624
| +73% | +$13.1M | 0.91% | 36 |
|
|
2021
Q3 | $19.1M | Buy |
+70,589
| New | +$19.1M | 0.62% | 55 |
|
|
2019
Q2 | – | Sell |
-1,681
| Closed | -$266K | – | 337 |
|
|
2019
Q1 | $266K | Hold |
1,681
| – | – | 0.01% | 310 |
|
|
2018
Q4 | $230K | Hold |
1,681
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $267K | Buy |
1,681
+27
| +2% | +$4.29K | 0.01% | 291 |
|
|
2018
Q2 | $226K | Buy |
+1,654
| New | +$226K | 0.01% | 316 |
|