WHCI
W.H. Cornerstone Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
1,963
-593
| -23% | -$162K | 0.34% | 67 |
|
|
2025
Q1 | $686K | Buy |
2,556
+1,150
| +82% | +$309K | 0.47% | 55 |
|
|
2024
Q4 | $470K | Buy |
1,406
+393
| +39% | +$131K | 0.31% | 79 |
|
|
2024
Q3 | $277K | Sell |
1,013
-13
| -1% | -$3.56K | 0.19% | 99 |
|
|
2024
Q2 | $264K | Buy |
1,026
+105
| +11% | +$27K | 0.19% | 103 |
|
|
2024
Q1 | $277K | Sell |
921
-135
| -13% | -$40.6K | 0.2% | 107 |
|
|
2023
Q4 | $278K | Buy |
+1,056
| New | +$278K | 0.22% | 105 |
|