WCM
Weaver Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
7,705
+578
| +8% | +$158K | 0.51% | 48 |
|
|
2025
Q1 | $1.91M | Sell |
7,127
-349
| -5% | -$93.7K | 0.51% | 51 |
|
|
2024
Q4 | $2.5M | Buy |
7,476
+933
| +14% | +$312K | 0.7% | 39 |
|
|
2024
Q3 | $1.79M | Buy |
6,543
+1,462
| +29% | +$400K | 0.53% | 54 |
|
|
2024
Q2 | $1.31M | Buy |
5,081
+2,545
| +100% | +$654K | 0.42% | 69 |
|
|
2024
Q1 | $764K | Buy |
2,536
+62
| +3% | +$18.7K | 0.26% | 87 |
|
|
2023
Q4 | $651K | Buy |
+2,474
| New | +$651K | 0.26% | 86 |
|