Wedmont Private Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
16,644
-167
| -1% | -$45.2K | 0.19% | 70 |
|
|
2025
Q1 | $4.29M | Buy |
16,811
+155
| +0.9% | +$39.5K | 0.22% | 63 |
|
|
2024
Q4 | $5.29M | Sell |
16,656
-316
| -2% | -$100K | 0.28% | 49 |
|
|
2024
Q3 | $4.83M | Buy |
16,972
+1,098
| +7% | +$312K | 0.28% | 49 |
|
|
2024
Q2 | $4.03M | Sell |
15,874
-30
| -0.2% | -$7.62K | 0.25% | 58 |
|
|
2024
Q1 | $4.81M | Buy |
15,904
+2,633
| +20% | +$796K | 0.35% | 41 |
|
|
2023
Q4 | $3.46M | Buy |
13,271
+500
| +4% | +$130K | 0.28% | 52 |
|
|
2023
Q3 | $2.65M | Buy |
12,771
+1,438
| +13% | +$298K | 0.27% | 61 |
|
|
2023
Q2 | $2.6M | Sell |
11,333
-624
| -5% | -$143K | 0.28% | 57 |
|
|
2023
Q1 | $2.29M | Buy |
11,957
+1,322
| +12% | +$253K | 0.3% | 54 |
|
|
2022
Q4 | $1.49M | Buy |
10,635
+395
| +4% | +$55.5K | 0.22% | 72 |
|
|
2022
Q3 | $1.47M | Sell |
10,240
-3,145
| -23% | -$452K | 0.3% | 54 |
|
|
2022
Q2 | $2.21M | Buy |
13,385
+1,733
| +15% | +$286K | 0.48% | 34 |
|
|
2022
Q1 | $2.55M | Buy |
11,652
+1,996
| +21% | +$437K | 0.57% | 34 |
|
|
2021
Q4 | $2.21M | Buy |
+9,656
| New | +$2.21M | 0.68% | 28 |
|