West Family Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
|
|||||
|
2025
Q1 | $756K | Hold |
|
|||||
|
2024
Q4 | $941K | Sell |
|
|||||
|
2024
Q3 | $783K | Buy |
|
|||||
|
2024
Q2 | $416K | Sell |
|
|||||
|
2024
Q1 | $620K | Buy |
|
|||||
|
2023
Q4 | $384K | Hold |
|
|||||
|
2023
Q3 | $296K | Sell |
|
|||||
|
2023
Q2 | $396K | Buy |
|
|||||
|
2023
Q1 | $280K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $685K | Buy |
|
|||||
|
2021
Q4 | $779K | Sell |
|
|||||
|
2021
Q3 | $882K | Buy |
|
|||||
|
2021
Q2 | $689K | Buy |
|