West Family Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,876
+1,060
| +38% | +$289K | 0.28% | 72 |
|
|
2025
Q1 | $756K | Hold |
2,816
| – | – | 0.28% | 74 |
|
|
2024
Q4 | $941K | Sell |
2,816
-44
| -2% | -$14.7K | 0.33% | 59 |
|
|
2024
Q3 | $783K | Buy |
2,860
+1,241
| +77% | +$340K | 0.27% | 76 |
|
|
2024
Q2 | $416K | Sell |
1,619
-439
| -21% | -$113K | 0.12% | 134 |
|
|
2024
Q1 | $620K | Buy |
2,058
+599
| +41% | +$180K | 0.19% | 93 |
|
|
2023
Q4 | $384K | Hold |
1,459
| – | – | 0.13% | 126 |
|
|
2023
Q3 | $296K | Sell |
1,459
-416
| -22% | -$84.4K | 0.1% | 163 |
|
|
2023
Q2 | $396K | Buy |
1,875
+472
| +34% | +$99.7K | 0.15% | 120 |
|
|
2023
Q1 | $280K | Buy |
+1,403
| New | +$280K | 0.11% | 139 |
|
|
2022
Q2 | – | Sell |
-3,227
| Closed | -$685K | – | 254 |
|
|
2022
Q1 | $685K | Buy |
3,227
+162
| +5% | +$34.4K | 0.19% | 78 |
|
|
2021
Q4 | $779K | Sell |
3,065
-188
| -6% | -$47.8K | 0.21% | 83 |
|
|
2021
Q3 | $882K | Buy |
3,253
+434
| +15% | +$118K | 0.23% | 80 |
|
|
2021
Q2 | $689K | Buy |
+2,819
| New | +$689K | 0.19% | 90 |
|