Watermark Asset Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$85K Buy
2018
Q3
$82K Hold
2018
Q2
$70K Hold
2018
Q1
$60K Buy
2017
Q4
$42K Buy
2017
Q3
$38K Buy
2017
Q2
$26K Buy
2017
Q1
$24K Buy