Goelzer Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
7,361
-201
| -3% | -$54.8K | 0.11% | 131 |
|
|
2025
Q1 | $2.03M | Buy |
+7,562
| New | +$2.03M | 0.12% | 126 |
|
|
2019
Q2 | – | Sell |
-9,002
| Closed | -$1.43M | – | 259 |
|
|
2019
Q1 | $1.43M | Buy |
9,002
+861
| +11% | +$136K | 0.14% | 158 |
|
|
2018
Q4 | $1.12M | Buy |
+8,141
| New | +$1.12M | 0.14% | 145 |
|