West Paces 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 | $216K | Buy |
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|
2025
Q1 | $195K | Hold |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $123K | Sell |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $197K | Buy |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $77.9K | Sell |
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|
2021
Q1 | $82K | Sell |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $119K | Hold |
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|
2020
Q2 | $88.6K | Hold |
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|
2020
Q1 | $68.1K | Buy |
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|
2019
Q4 | $75.6K | Hold |
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|
2019
Q3 | $69K | Buy |
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|
2019
Q2 | $53.7K | Hold |
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|
2019
Q1 | $56.1K | Hold |
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|
2018
Q4 | $48.5K | Hold |
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|
2018
Q3 | $56.3K | Hold |
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|
2018
Q2 | $48.3K | Buy |
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|
2018
Q1 | $39.7K | Hold |
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|
2017
Q4 | $34.9K | Hold |
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|
2017
Q3 | $31.9K | Sell |
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|
2017
Q2 | $221K | Hold |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | $175K | Buy |
|