Waters Parkerson & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Hold |
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|
2025
Q2 | $468K | Sell |
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|
2025
Q1 | $477K | Hold |
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|
2024
Q4 | $594K | Buy |
|
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $452K | Buy |
|
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|
2024
Q1 | $450K | Buy |
|
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $314K | Sell |
|
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|
2023
Q1 | $306K | Buy |
|
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $203K | Sell |
|
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $276K | Buy |
|