Westmount Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,134
Closed -$212K 281
2026
Q1
$212K Sell
1,134
-103
-8% -$21.3K 0.05% 250
2025
Q4
$328K Buy
1,237
+37
+3% +$9.2K 0.08% 184
2025
Q3
$283K Sell
1,200
-16
-1% -$4.04K 0.07% 198
2025
Q2
$332K Sell
1,216
-101
-8% -$27K 0.09% 176
2025
Q1
$353K Buy
1,317
+262
+25% +$81.5K 0.11% 159
2024
Q4
$353K Buy
1,055
+15
+1% +$4.79K 0.11% 149
2024
Q3
$285K Buy
1,040
+33
+3% +$8.45K 0.09% 169
2024
Q2
$258K Sell
1,007
-289
-22% -$77.3K 0.09% 176
2024
Q1
$390K Buy
1,296
+102
+9% +$29.4K 0.14% 134
2023
Q4
$314K Buy
1,194
+97
+9% +$22K 0.13% 145
2023
Q3
$222K Buy
1,097
+16
+1% +$3.46K 0.1% 169
2023
Q2
$228K Sell
1,081
-51
-5% -$10.4K 0.1% 160
2023
Q1
$226K Buy
+1,132
New +$191K 0.1% 161

Other funds holding CRM