WBC
West Branch Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
6,732
+861
| +15% | +$235K | 0.54% | 37 |
|
|
2025
Q1 | $1.58M | Buy |
5,871
+1,648
| +39% | +$442K | 0.53% | 38 |
|
|
2024
Q4 | $1.41M | Buy |
4,223
+1,576
| +60% | +$527K | 0.45% | 38 |
|
|
2024
Q3 | $724K | Buy |
2,647
+929
| +54% | +$254K | 0.25% | 50 |
|
|
2024
Q2 | $442K | Buy |
1,718
+334
| +24% | +$85.9K | 0.16% | 58 |
|
|
2024
Q1 | $417K | Buy |
1,384
+671
| +94% | +$202K | 0.17% | 59 |
|
|
2023
Q4 | $188K | Buy |
713
+445
| +166% | +$117K | 0.09% | 79 |
|
|
2023
Q3 | $54.3K | Buy |
268
+3
| +1% | +$608 | 0.03% | 154 |
|
|
2023
Q2 | $56K | Buy |
265
+244
| +1,162% | +$51.5K | 0.03% | 155 |
|
|
2023
Q1 | $2.74K | Hold |
21
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $2.74K | Sell |
21
-7,935
| -100% | -$1.04M | ﹤0.01% | 381 |
|
|
2022
Q3 | $1.14M | Buy |
7,956
+57
| +0.7% | +$8.2K | 0.71% | 35 |
|
|
2022
Q2 | $1.3M | Sell |
7,899
-43
| -0.5% | -$7.1K | 0.75% | 35 |
|
|
2022
Q1 | $1.69M | Sell |
7,942
-339
| -4% | -$72K | 0.81% | 31 |
|
|
2021
Q4 | $2.1M | Buy |
8,281
+117
| +1% | +$29.7K | 0.9% | 29 |
|
|
2021
Q3 | $2.21M | Sell |
8,164
-3
| -0% | -$814 | 1.07% | 27 |
|
|
2021
Q2 | $2M | Buy |
8,167
+108
| +1% | +$26.4K | 0.98% | 27 |
|
|
2021
Q1 | $1.71M | Sell |
8,059
-629
| -7% | -$133K | 1% | 30 |
|
|
2020
Q4 | $1.93M | Buy |
8,688
+24
| +0.3% | +$5.34K | 1.14% | 27 |
|
|
2020
Q3 | $2.18M | Buy |
8,664
+74
| +0.9% | +$18.6K | 1.39% | 21 |
|
|
2020
Q2 | $1.61M | Buy |
8,590
+1,008
| +13% | +$189K | 1.13% | 29 |
|
|
2020
Q1 | $1.09M | Sell |
7,582
-245
| -3% | -$35.3K | 1.04% | 29 |
|
|
2019
Q4 | $1.27M | Sell |
7,827
-1,198
| -13% | -$195K | 0.89% | 33 |
|
|
2019
Q3 | $1.34M | Buy |
9,025
+5,417
| +150% | +$804K | 0.99% | 32 |
|
|
2019
Q2 | $547K | Buy |
3,608
+2,057
| +133% | +$312K | 0.45% | 54 |
|
|
2019
Q1 | $246K | Buy |
+1,551
| New | +$246K | 0.22% | 73 |
|
|
2018
Q4 | – | Sell |
-14,597
| Closed | -$2.32M | – | 76 |
|
|
2018
Q3 | $2.32M | Buy |
14,597
+1,454
| +11% | +$231K | 1.72% | 17 |
|
|
2018
Q2 | $1.79M | Buy |
+13,143
| New | +$1.79M | 1.41% | 21 |
|