WestEnd 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 | $41.9M | Buy |
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|
2025
Q1 | $38M | Sell |
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|
2024
Q4 | $50M | Buy |
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|
2024
Q3 | $40.3M | Sell |
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|
2024
Q2 | $37.9M | Sell |
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|
2024
Q1 | $47.2M | Sell |
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|
2023
Q4 | $42M | Sell |
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|
2023
Q3 | $33M | Sell |
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|
2023
Q2 | $38.4M | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $22.7M | Sell |
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|
2022
Q3 | $29.7M | Buy |
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|
2022
Q2 | $32.9M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $47.3M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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