Waverly Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
|
|||||
|
2025
Q1 | $16.3M | Buy |
|
|||||
|
2024
Q4 | $5.45M | Buy |
|
|||||
|
2024
Q3 | $2.75M | Sell |
|
|||||
|
2024
Q2 | $2.79M | Buy |
|
|||||
|
2024
Q1 | $2.91M | Buy |
|
|||||
|
2023
Q4 | $1.09M | Buy |
|
|||||
|
2023
Q3 | $742K | Sell |
|
|||||
|
2023
Q2 | $804K | Buy |
|
|||||
|
2023
Q1 | $292K | Sell |
|
|||||
|
2022
Q4 | $227K | Buy |
|
|||||
|
2022
Q3 | $243K | Buy |
|
|||||
|
2022
Q2 | $225K | Buy |
|
|||||
|
2022
Q1 | $247K | Sell |
|
|||||
|
2021
Q4 | $282K | Sell |
|
|||||
|
2021
Q3 | $440K | Sell |
|
|||||
|
2021
Q2 | $377K | Buy |
|
|||||
|
2021
Q1 | $211K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $276K | Hold |
|
|||||
|
2018
Q2 | $237K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $438K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $11K | Hold |
|
|||||
|
2014
Q2 | $11K | Buy |
|
|||||
|
2014
Q1 | $10K | Sell |
|
|||||
|
2013
Q4 | $11K | Buy |
|