Werlinich Asset 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
Q3 | $359K | Buy |
|
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|
2025
Q2 | $319K | Hold |
|
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|
2025
Q1 | $313K | Hold |
|
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|
2024
Q4 | $392K | Hold |
|
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|
2024
Q3 | $320K | Hold |
|
|||||
|
2024
Q2 | $295K | Buy |
|
|||||
|
2024
Q1 | $338K | Hold |
|
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|
2023
Q4 | $300K | Sell |
|
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|
2023
Q3 | $245K | Buy |
|
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|
2023
Q2 | $255K | Hold |
|
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|
2023
Q1 | $241K | Buy |
|