WP
Waycross Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
88,758
+3,252
| +4% | +$887K | 2.28% | 17 |
|
|
2025
Q1 | $22.9M | Buy |
+85,506
| New | +$22.9M | 2.57% | 18 |
|
|
2023
Q1 | – | Sell |
-3,246
| Closed | -$430K | – | 88 |
|
|
2022
Q4 | $430K | Sell |
3,246
-2,300
| -41% | -$305K | 0.16% | 76 |
|
|
2022
Q3 | $798K | Sell |
5,546
-2,200
| -28% | -$317K | 0.54% | 54 |
|
|
2022
Q2 | $1.28M | Buy |
7,746
+3,900
| +101% | +$643K | 0.85% | 43 |
|
|
2022
Q1 | $817K | Buy |
3,846
+900
| +31% | +$191K | 0.48% | 57 |
|
|
2021
Q4 | $749K | Sell |
2,946
-2,100
| -42% | -$534K | 0.43% | 67 |
|
|
2021
Q3 | $1.37M | Sell |
5,046
-1,600
| -24% | -$434K | 0.86% | 43 |
|
|
2021
Q2 | $1.62M | Hold |
6,646
| – | – | 0.86% | 38 |
|
|
2021
Q1 | $1.41M | Buy |
6,646
+3,900
| +142% | +$826K | 0.79% | 38 |
|
|
2020
Q4 | $611K | Buy |
+2,746
| New | +$611K | 0.38% | 59 |
|