WAM
Werlinich Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,168
| – | – | 0.17% | 57 |
|
|
2025
Q1 | $313K | Hold |
1,168
| – | – | 0.2% | 58 |
|
|
2024
Q4 | $392K | Hold |
1,168
| – | – | 0.23% | 55 |
|
|
2024
Q3 | $320K | Hold |
1,168
| – | – | 0.19% | 57 |
|
|
2024
Q2 | $295K | Buy |
1,168
+45
| +4% | +$11.4K | 0.18% | 57 |
|
|
2024
Q1 | $338K | Hold |
1,123
| – | – | 0.22% | 55 |
|
|
2023
Q4 | $300K | Sell |
1,123
-88
| -7% | -$23.5K | 0.23% | 53 |
|
|
2023
Q3 | $245K | Buy |
1,211
+3
| +0.2% | +$608 | 0.2% | 57 |
|
|
2023
Q2 | $255K | Hold |
1,208
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $241K | Buy |
+1,208
| New | +$241K | 0.21% | 53 |
|