WAM
Wakefield Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
1,575
| – | – | 0.12% | 168 |
|
|
2025
Q1 | $423K | Buy |
+1,575
| New | +$423K | 0.13% | 164 |
|
|
2022
Q1 | – | Sell |
-5,855
| Closed | -$1.49M | – | 171 |
|
|
2021
Q4 | $1.49M | Buy |
5,855
+143
| +3% | +$36.3K | 0.51% | 63 |
|
|
2021
Q3 | $1.55M | Sell |
5,712
-69
| -1% | -$18.7K | 0.58% | 59 |
|
|
2021
Q2 | $1.41M | Buy |
+5,781
| New | +$1.41M | 0.54% | 64 |
|