Waters Parkerson & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
1,715
-61
| -3% | -$16.6K | 0.02% | 138 |
|
|
2025
Q1 | $477K | Hold |
1,776
| – | – | 0.03% | 136 |
|
|
2024
Q4 | $594K | Buy |
1,776
+19
| +1% | +$6.35K | 0.03% | 124 |
|
|
2024
Q3 | $481K | Hold |
1,757
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $452K | Buy |
1,757
+262
| +18% | +$67.4K | 0.02% | 129 |
|
|
2024
Q1 | $450K | Buy |
1,495
+38
| +3% | +$11.4K | 0.02% | 130 |
|
|
2023
Q4 | $383K | Hold |
1,457
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $295K | Sell |
1,457
-30
| -2% | -$6.07K | 0.02% | 143 |
|
|
2023
Q2 | $314K | Sell |
1,487
-44
| -3% | -$9.29K | 0.02% | 144 |
|
|
2023
Q1 | $306K | Buy |
1,531
+9
| +0.6% | +$1.8K | 0.02% | 143 |
|
|
2022
Q4 | $202K | Sell |
1,522
-600
| -28% | -$79.6K | 0.01% | 167 |
|
|
2022
Q3 | $305K | Buy |
2,122
+600
| +39% | +$86.2K | 0.02% | 135 |
|
|
2022
Q2 | $251K | Buy |
1,522
+566
| +59% | +$93.3K | 0.02% | 153 |
|
|
2022
Q1 | $203K | Sell |
956
-733
| -43% | -$156K | 0.01% | 176 |
|
|
2021
Q4 | $429K | Buy |
1,689
+84
| +5% | +$21.3K | 0.02% | 136 |
|
|
2021
Q3 | $435K | Hold |
1,605
| – | – | 0.03% | 133 |
|
|
2021
Q2 | $392K | Buy |
1,605
+364
| +29% | +$88.9K | 0.02% | 140 |
|
|
2021
Q1 | $263K | Hold |
1,241
| – | – | 0.02% | 157 |
|
|
2020
Q4 | $276K | Buy |
+1,241
| New | +$276K | 0.02% | 149 |
|