WAM
Watermark Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $85K | Buy |
619
+104
| +20% | +$14.3K | 0.04% | 70 |
|
|
2018
Q3 | $82K | Hold |
515
| – | – | 0.03% | 73 |
|
|
2018
Q2 | $70K | Hold |
515
| – | – | 0.03% | 78 |
|
|
2018
Q1 | $60K | Buy |
515
+100
| +24% | +$11.7K | 0.02% | 88 |
|
|
2017
Q4 | $42K | Buy |
415
+7
| +2% | +$708 | 0.02% | 102 |
|
|
2017
Q3 | $38K | Buy |
408
+110
| +37% | +$10.2K | 0.02% | 107 |
|
|
2017
Q2 | $26K | Buy |
298
+13
| +5% | +$1.13K | 0.01% | 127 |
|
|
2017
Q1 | $24K | Buy |
+285
| New | +$24K | 0.01% | 126 |
|