Waterloo Capital’s Salesforce CRM Stock Holding History

Waterloo Capital’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$373K	Sell
2025 Q2	$1.3M	Buy
2025 Q1	$1.07M	Sell
2024 Q4	$1.33M	Buy
2024 Q3	$537K	Buy
2024 Q2	$394K	Buy
2024 Q1	$324K	Sell
2023 Q4	$342K	Buy
2023 Q2	–	Sell
2023 Q1	$430K	Buy