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Watts Gwilliam & Co’s Salesforce CRM Stock Holding History

Watts Gwilliam & Co’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$849K Sell
3,164
-520
-14% -$140K 0.18% 93
2024
Q4 		$1.2M Sell
3,684
-213
-5% -$69.2K 0.25% 77
2024
Q3 		$1.14M Buy
+3,897
New +$1.14M 0.25% 76
2024
Q1 		$973K Buy
+3,514
New +$973K 0.3% 69