WPA
West Paces Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
791
+65
| +9% | +$17.7K | 0.05% | 146 |
|
|
2025
Q1 | $195K | Hold |
726
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $243K | Sell |
726
-45
| -6% | -$15K | 0.06% | 121 |
|
|
2024
Q3 | $211K | Hold |
771
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $198K | Buy |
771
+37
| +5% | +$9.51K | 0.05% | 121 |
|
|
2024
Q1 | $221K | Hold |
734
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $193K | Buy |
734
+8
| +1% | +$2.11K | 0.05% | 122 |
|
|
2023
Q3 | $147K | Hold |
726
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $153K | Sell |
726
-73
| -9% | -$15.4K | 0.05% | 140 |
|
|
2023
Q1 | $160K | Buy |
799
+24
| +3% | +$4.8K | 0.05% | 135 |
|
|
2022
Q4 | $103K | Sell |
775
-77
| -9% | -$10.2K | 0.03% | 165 |
|
|
2022
Q3 | $123K | Sell |
852
-61
| -7% | -$8.77K | 0.04% | 147 |
|
|
2022
Q2 | $151K | Sell |
913
-17
| -2% | -$2.81K | 0.05% | 137 |
|
|
2022
Q1 | $197K | Buy |
930
+355
| +62% | +$75.4K | 0.06% | 125 |
|
|
2021
Q4 | $146K | Buy |
575
+65
| +13% | +$16.5K | 0.05% | 137 |
|
|
2021
Q3 | $138K | Buy |
510
+191
| +60% | +$51.8K | 0.05% | 133 |
|
|
2021
Q2 | $77.9K | Sell |
319
-68
| -18% | -$16.6K | 0.03% | 171 |
|
|
2021
Q1 | $82K | Sell |
387
-86
| -18% | -$18.2K | 0.03% | 156 |
|
|
2020
Q4 | $105K | Hold |
473
| – | – | 0.05% | 133 |
|
|
2020
Q3 | $119K | Hold |
473
| – | – | 0.06% | 124 |
|
|
2020
Q2 | $88.6K | Hold |
473
| – | – | 0.05% | 141 |
|
|
2020
Q1 | $68.1K | Buy |
473
+8
| +2% | +$1.15K | 0.04% | 153 |
|
|
2019
Q4 | $75.6K | Hold |
465
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $69K | Buy |
465
+111
| +31% | +$16.5K | 0.04% | 158 |
|
|
2019
Q2 | $53.7K | Hold |
354
| – | – | 0.03% | 168 |
|
|
2019
Q1 | $56.1K | Hold |
354
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $48.5K | Hold |
354
| – | – | 0.04% | 175 |
|
|
2018
Q3 | $56.3K | Hold |
354
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $48.3K | Buy |
354
+13
| +4% | +$1.77K | 0.04% | 179 |
|
|
2018
Q1 | $39.7K | Hold |
341
| – | – | 0.03% | 184 |
|
|
2017
Q4 | $34.9K | Hold |
341
| – | – | 0.03% | 212 |
|
|
2017
Q3 | $31.9K | Sell |
341
-2,215
| -87% | -$207K | 0.02% | 218 |
|
|
2017
Q2 | $221K | Hold |
2,556
| – | – | 0.18% | 100 |
|
|
2017
Q1 | $211K | Buy |
2,556
+2
| +0.1% | +$165 | 0.17% | 103 |
|
|
2016
Q4 | $175K | Buy |
+2,554
| New | +$175K | 0.16% | 112 |
|