WA
Westfuller Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
902
-128
| -12% | -$35K | 0.14% | 98 |
|
|
2025
Q1 | $276K | Buy |
1,030
+8
| +0.8% | +$2.15K | 0.18% | 77 |
|
|
2024
Q4 | $342K | Buy |
1,022
+1
| +0.1% | +$335 | 0.22% | 71 |
|
|
2024
Q3 | $280K | Buy |
+1,021
| New | +$280K | 0.2% | 69 |
|
|
2024
Q1 | $266K | Buy |
+881
| New | +$266K | 0.32% | 57 |
|