Marietta Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.55M | Buy |
35,073
+5,832
| +20% | +$1.21M | 0.78% | 61 |
|
|
2025
Q4 | $7.75M | Buy |
29,241
+1,380
| +5% | +$343K | 0.9% | 41 |
|
|
2025
Q3 | $6.6M | Buy |
27,861
+1,341
| +5% | +$338K | 0.81% | 55 |
|
|
2025
Q2 | $7.23M | Buy |
26,520
+974
| +4% | +$260K | 0.94% | 35 |
|
|
2025
Q1 | $6.86M | Buy |
25,546
+965
| +4% | +$300K | 1.01% | 39 |
|
|
2024
Q4 | $8.22M | Buy |
24,581
+310
| +1% | +$98.9K | 1.18% | 29 |
|
|
2024
Q3 | $6.64M | Buy |
24,271
+1,076
| +5% | +$276K | 0.97% | 40 |
|
|
2024
Q2 | $5.96M | Buy |
23,195
+723
| +3% | +$193K | 0.93% | 40 |
|
|
2024
Q1 | $6.77M | Sell |
22,472
-2,585
| -10% | -$746K | 1.12% | 32 |
|
|
2023
Q4 | $6.59M | Sell |
25,057
-363
| -1% | -$82.2K | 1.17% | 34 |
|
|
2023
Q3 | $5.15M | Sell |
25,420
-371
| -1% | -$80.2K | 1.02% | 42 |
|
|
2023
Q2 | $5.45M | Sell |
25,791
-52
| -0.2% | -$10.6K | 1.03% | 44 |
|
|
2023
Q1 | $5.16M | Buy |
25,843
+2,009
| +8% | +$339K | 1.1% | 46 |
|
|
2022
Q4 | $3.16M | Sell |
23,834
-3,763
| -14% | -$549K | 0.71% | 66 |
|
|
2022
Q3 | $3.97M | Buy |
27,597
+1,394
| +5% | +$236K | 0.99% | 44 |
|
|
2022
Q2 | $4.33M | Buy |
26,203
+2,638
| +11% | +$466K | 1.05% | 43 |
|
|
2022
Q1 | $5M | Buy |
23,565
+1,654
| +8% | +$356K | 1.05% | 41 |
|
|
2021
Q4 | $5.57M | Buy |
21,911
+197
| +0.9% | +$55.4K | 1.12% | 36 |
|
|
2021
Q3 | $5.89M | Buy |
21,714
+706
| +3% | +$179K | 1.29% | 30 |
|
|
2021
Q2 | $5.13M | Buy |
21,008
+775
| +4% | +$179K | 1.16% | 34 |
|
|
2021
Q1 | $4.29M | Buy |
20,233
+2,260
| +13% | +$503K | 1.07% | 37 |
|
|
2020
Q4 | $4M | Buy |
17,973
+1,587
| +10% | +$386K | 1.1% | 34 |
|
|
2020
Q3 | $4.12M | Sell |
16,386
-660
| -4% | -$144K | 1.28% | 26 |
|
|
2020
Q2 | $3.19M | Buy |
17,046
+998
| +6% | +$168K | 1.09% | 42 |
|
|
2020
Q1 | $2.31M | Buy |
16,048
+2,065
| +15% | +$354K | 0.9% | 50 |
|
|
2019
Q4 | $2.27M | Buy |
13,983
+2,570
| +23% | +$403K | 0.75% | 63 |
|
|
2019
Q3 | $1.69M | Buy |
+11,413
| New | +$1.73M | 0.62% | 66 |
|
Other funds holding CRM
VCM
VPM
