West Michigan Advisors’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 | $3.66M | Buy |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $262K | Buy |
|
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $252K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $367K | Buy |
|