West Michigan Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
13,419
+11,358
| +551% | +$3.1M | 1.03% | 25 |
|
|
2025
Q1 | $553K | Sell |
2,061
-11,491
| -85% | -$3.08M | 0.18% | 96 |
|
|
2024
Q4 | $4.53M | Buy |
13,552
+30
| +0.2% | +$10K | 1.37% | 16 |
|
|
2024
Q3 | $3.7M | Buy |
13,522
+11,897
| +732% | +$3.26M | 1.12% | 25 |
|
|
2024
Q2 | $418K | Sell |
1,625
-39
| -2% | -$10K | 0.13% | 115 |
|
|
2024
Q1 | $501K | Buy |
1,664
+279
| +20% | +$84K | 0.16% | 97 |
|
|
2023
Q4 | $364K | Buy |
1,385
+92
| +7% | +$24.2K | 0.14% | 95 |
|
|
2023
Q3 | $262K | Buy |
1,293
+13
| +1% | +$2.64K | 0.14% | 115 |
|
|
2023
Q2 | $270K | Buy |
1,280
+18
| +1% | +$3.8K | 0.11% | 165 |
|
|
2023
Q1 | $252K | Buy |
+1,262
| New | +$252K | 0.14% | 117 |
|
|
2022
Q3 | – | Sell |
-1,387
| Closed | -$229K | – | 116 |
|
|
2022
Q2 | $229K | Sell |
1,387
-22
| -2% | -$3.63K | 0.2% | 95 |
|
|
2022
Q1 | $299K | Sell |
1,409
-37
| -3% | -$7.85K | 0.2% | 89 |
|
|
2021
Q4 | $367K | Buy |
+1,446
| New | +$367K | 0.27% | 69 |
|