Westmount Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
1,216
-101
| -8% | -$27.5K | 0.09% | 176 |
|
|
2025
Q1 | $353K | Buy |
1,317
+262
| +25% | +$70.3K | 0.11% | 159 |
|
|
2024
Q4 | $353K | Buy |
1,055
+15
| +1% | +$5.01K | 0.11% | 149 |
|
|
2024
Q3 | $285K | Buy |
1,040
+33
| +3% | +$9.04K | 0.09% | 169 |
|
|
2024
Q2 | $258K | Sell |
1,007
-289
| -22% | -$74.1K | 0.09% | 176 |
|
|
2024
Q1 | $390K | Buy |
1,296
+102
| +9% | +$30.7K | 0.14% | 134 |
|
|
2023
Q4 | $314K | Buy |
1,194
+97
| +9% | +$25.5K | 0.13% | 145 |
|
|
2023
Q3 | $222K | Buy |
1,097
+16
| +1% | +$3.24K | 0.1% | 169 |
|
|
2023
Q2 | $228K | Sell |
1,081
-51
| -5% | -$10.8K | 0.1% | 160 |
|
|
2023
Q1 | $226K | Buy |
+1,132
| New | +$226K | 0.1% | 161 |
|