Waverton Investment Management’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 | $838K | Hold |
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|
2025
Q1 | $824K | Hold |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $3.05M | Hold |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $4.53M | Sell |
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|
2022
Q3 | $5.15M | Sell |
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|
2022
Q2 | $6.82M | Sell |
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|
2022
Q1 | $17.1M | Sell |
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|
2021
Q4 | $25M | Sell |
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|
2021
Q3 | $31.6M | Buy |
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|
2021
Q2 | $27.7M | Sell |
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|
2021
Q1 | $25.3M | Sell |
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|
2020
Q4 | $75.8M | Sell |
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|
2020
Q3 | $112M | Sell |
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|
2020
Q2 | $103M | Sell |
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|
2020
Q1 | $88.1M | Buy |
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|
2019
Q4 | $99M | Sell |
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|
2019
Q3 | $95.4M | Sell |
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|
2019
Q2 | $103M | Buy |
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|
2019
Q1 | $99.3M | Buy |
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|
2018
Q4 | $85M | Buy |
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|
2018
Q3 | $89M | Buy |
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|
2018
Q2 | $65.8M | Buy |
|
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|
2018
Q1 | $35.9M | Sell |
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|
2017
Q4 | $33.6M | Sell |
|
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|
2017
Q3 | $31.7M | Buy |
|
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|
2017
Q2 | $27.4M | Sell |
|
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|
2017
Q1 | $28M | Sell |
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|
2016
Q4 | $23.3M | Sell |
|
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|
2016
Q3 | $24.5M | Sell |
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|
2016
Q2 | $27.4M | Sell |
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|
2016
Q1 | $26.3M | Sell |
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|
2015
Q4 | $31M | Buy |
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|
2015
Q3 | $27.4M | Sell |
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|
2015
Q2 | $28.3M | Sell |
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|
2015
Q1 | $28M | Sell |
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|
2014
Q4 | $26M | Sell |
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|
2014
Q3 | $25.9M | Sell |
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|
2014
Q2 | $27.9M | Sell |
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|
2014
Q1 | $29.1M | Sell |
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|
2013
Q4 | $29.1M | Sell |
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|
2013
Q3 | $30.9M | Buy |
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|
2013
Q2 | $20M | Buy |
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