Waverton Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Hold |
3,073
| – | – | 0.01% | 76 |
|
|
2025
Q1 | $824K | Hold |
3,073
| – | – | 0.01% | 74 |
|
|
2024
Q4 | $1.03M | Sell |
3,073
-4,360
| -59% | -$1.46M | 0.02% | 67 |
|
|
2024
Q3 | $2.03M | Buy |
7,433
+518
| +7% | +$142K | 0.03% | 58 |
|
|
2024
Q2 | $1.78M | Sell |
6,915
-2,465
| -26% | -$634K | 0.03% | 60 |
|
|
2024
Q1 | $2.82M | Sell |
9,380
-2,210
| -19% | -$665K | 0.06% | 58 |
|
|
2023
Q4 | $3.05M | Hold |
11,590
| – | – | 0.07% | 59 |
|
|
2023
Q3 | $2.35M | Sell |
11,590
-755
| -6% | -$153K | 0.07% | 59 |
|
|
2023
Q2 | $2.61M | Sell |
12,345
-1,270
| -9% | -$268K | 0.07% | 59 |
|
|
2023
Q1 | $2.72M | Sell |
13,615
-20,580
| -60% | -$4.11M | 0.08% | 66 |
|
|
2022
Q4 | $4.53M | Sell |
34,195
-1,580
| -4% | -$209K | 0.17% | 60 |
|
|
2022
Q3 | $5.15M | Sell |
35,775
-5,532
| -13% | -$796K | 0.21% | 54 |
|
|
2022
Q2 | $6.82M | Sell |
41,307
-39,006
| -49% | -$6.44M | 0.27% | 49 |
|
|
2022
Q1 | $17.1M | Sell |
80,313
-18,247
| -19% | -$3.87M | 0.58% | 31 |
|
|
2021
Q4 | $25M | Sell |
98,560
-17,776
| -15% | -$4.52M | 0.79% | 25 |
|
|
2021
Q3 | $31.6M | Buy |
116,336
+2,913
| +3% | +$790K | 1.24% | 22 |
|
|
2021
Q2 | $27.7M | Sell |
113,423
-6,080
| -5% | -$1.49M | 1.08% | 24 |
|
|
2021
Q1 | $25.3M | Sell |
119,503
-221,005
| -65% | -$46.8M | 1.1% | 23 |
|
|
2020
Q4 | $75.8M | Sell |
340,508
-105,994
| -24% | -$23.6M | 3.5% | 17 |
|
|
2020
Q3 | $112M | Sell |
446,502
-105,184
| -19% | -$26.4M | 5.57% | 5 |
|
|
2020
Q2 | $103M | Sell |
551,686
-59,900
| -10% | -$11.2M | 5.61% | 5 |
|
|
2020
Q1 | $88.1M | Buy |
611,586
+2,763
| +0.5% | +$398K | 5.71% | 4 |
|
|
2019
Q4 | $99M | Sell |
608,823
-34,138
| -5% | -$5.55M | 5.12% | 7 |
|
|
2019
Q3 | $95.4M | Sell |
642,961
-35,071
| -5% | -$5.21M | 4.88% | 8 |
|
|
2019
Q2 | $103M | Buy |
678,032
+51,271
| +8% | +$7.78M | 5.18% | 7 |
|
|
2019
Q1 | $99.3M | Buy |
626,761
+6,087
| +1% | +$964K | 5.18% | 7 |
|
|
2018
Q4 | $85M | Buy |
620,674
+61,251
| +11% | +$8.39M | 5.15% | 9 |
|
|
2018
Q3 | $89M | Buy |
559,423
+76,740
| +16% | +$12.2M | 4.37% | 13 |
|
|
2018
Q2 | $65.8M | Buy |
482,683
+174,062
| +56% | +$23.7M | 3.84% | 14 |
|
|
2018
Q1 | $35.9M | Sell |
308,621
-20,341
| -6% | -$2.37M | 2.1% | 18 |
|
|
2017
Q4 | $33.6M | Sell |
328,962
-9,900
| -3% | -$1.01M | 1.97% | 19 |
|
|
2017
Q3 | $31.7M | Buy |
338,862
+21,955
| +7% | +$2.05M | 1.97% | 19 |
|
|
2017
Q2 | $27.4M | Sell |
316,907
-23,062
| -7% | -$2M | 1.79% | 20 |
|
|
2017
Q1 | $28M | Sell |
339,969
-175
| -0.1% | -$14.4K | 1.77% | 22 |
|
|
2016
Q4 | $23.3M | Sell |
340,144
-3,105
| -0.9% | -$213K | 1.53% | 21 |
|
|
2016
Q3 | $24.5M | Sell |
343,249
-2,060
| -0.6% | -$147K | 1.65% | 20 |
|
|
2016
Q2 | $27.4M | Sell |
345,309
-10,680
| -3% | -$848K | 2.06% | 18 |
|
|
2016
Q1 | $26.3M | Sell |
355,989
-39,011
| -10% | -$2.88M | 2.01% | 18 |
|
|
2015
Q4 | $31M | Buy |
395,000
+800
| +0.2% | +$62.7K | 2.33% | 15 |
|
|
2015
Q3 | $27.4M | Sell |
394,200
-12,710
| -3% | -$882K | 2.19% | 15 |
|
|
2015
Q2 | $28.3M | Sell |
406,910
-12,120
| -3% | -$844K | 2.1% | 16 |
|
|
2015
Q1 | $28M | Sell |
419,030
-19,907
| -5% | -$1.33M | 2.01% | 15 |
|
|
2014
Q4 | $26M | Sell |
438,937
-10,875
| -2% | -$645K | 1.8% | 19 |
|
|
2014
Q3 | $25.9M | Sell |
449,812
-31,171
| -6% | -$1.79M | 1.78% | 20 |
|
|
2014
Q2 | $27.9M | Sell |
480,983
-28,527
| -6% | -$1.66M | 1.83% | 20 |
|
|
2014
Q1 | $29.1M | Sell |
509,510
-18,048
| -3% | -$1.03M | 1.38% | 22 |
|
|
2013
Q4 | $29.1M | Sell |
527,558
-67,936
| -11% | -$3.75M | 1.49% | 21 |
|
|
2013
Q3 | $30.9M | Buy |
595,494
+72,854
| +14% | +$3.78M | 1.82% | 17 |
|
|
2013
Q2 | $20M | Buy |
+522,640
| New | +$20M | 1.74% | 22 |
|