Welch Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
1,582
-48
| -3% | -$13.1K | 0.02% | 168 |
|
|
2025
Q1 | $440K | Buy |
1,630
+71
| +5% | +$19.2K | 0.02% | 158 |
|
|
2024
Q4 | $523K | Sell |
1,559
-37
| -2% | -$12.4K | 0.02% | 153 |
|
|
2024
Q3 | $437K | Buy |
1,596
+718
| +82% | +$197K | 0.02% | 161 |
|
|
2024
Q2 | $226K | Sell |
878
-3
| -0.3% | -$771 | 0.01% | 230 |
|
|
2024
Q1 | $265K | Sell |
881
-23
| -3% | -$6.93K | 0.01% | 187 |
|
|
2023
Q4 | $238K | Buy |
+904
| New | +$238K | 0.01% | 200 |
|
|
2022
Q1 | – | Sell |
-803
| Closed | -$204K | – | 216 |
|
|
2021
Q4 | $204K | Sell |
803
-45
| -5% | -$11.4K | 0.01% | 205 |
|
|
2021
Q3 | $230K | Buy |
+848
| New | +$230K | 0.02% | 162 |
|