WA
WestEnd Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9M | Buy |
153,812
+12,270
| +9% | +$3.35M | 1.04% | 27 |
|
|
2025
Q1 | $38M | Sell |
141,542
-7,920
| -5% | -$2.13M | 1.01% | 27 |
|
|
2024
Q4 | $50M | Buy |
149,462
+2,407
| +2% | +$805K | 1.27% | 17 |
|
|
2024
Q3 | $40.3M | Sell |
147,055
-174
| -0.1% | -$47.6K | 0.99% | 30 |
|
|
2024
Q2 | $37.9M | Sell |
147,229
-9,629
| -6% | -$2.48M | 0.98% | 32 |
|
|
2024
Q1 | $47.2M | Sell |
156,858
-2,595
| -2% | -$782K | 1.22% | 17 |
|
|
2023
Q4 | $42M | Sell |
159,453
-3,476
| -2% | -$915K | 1.15% | 16 |
|
|
2023
Q3 | $33M | Sell |
162,929
-18,946
| -10% | -$3.84M | 0.99% | 27 |
|
|
2023
Q2 | $38.4M | Buy |
+181,875
| New | +$38.4M | 1.13% | 19 |
|
|
2023
Q1 | – | Sell |
-170,871
| Closed | -$22.7M | – | 17 |
|
|
2022
Q4 | $22.7M | Sell |
170,871
-35,952
| -17% | -$4.77M | 0.74% | 31 |
|
|
2022
Q3 | $29.7M | Buy |
206,823
+7,463
| +4% | +$1.07M | 1% | 31 |
|
|
2022
Q2 | $32.9M | Buy |
+199,360
| New | +$32.9M | 1.04% | 32 |
|
|
2022
Q1 | – | Sell |
-186,096
| Closed | -$47.3M | – | 32 |
|
|
2021
Q4 | $47.3M | Buy |
+186,096
| New | +$47.3M | 1.29% | 21 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 15 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 22 |
|