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
2025
Q3
$283K Sell
2025
Q2
$332K Sell
2025
Q1
$353K Buy
2024
Q4
$353K Buy
2024
Q3
$285K Buy
2024
Q2
$258K Sell
2024
Q1
$390K Buy
2023
Q4
$314K Buy
2023
Q3
$222K Buy
2023
Q2
$228K Sell
2023
Q1
$226K Buy