Ramsay Stattman Vela & Price’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,640
Closed -$1.53M 83
2022
Q3
$1.53M Hold
10,640
0.38% 54
2022
Q2
$1.76M Buy
10,640
+615
+6% +$101K 0.39% 55
2022
Q1
$2.13M Buy
+10,025
New +$2.13M 0.42% 51