Westover Capital 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 | $707K | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $879K | Sell |
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|
2021
Q1 | $819K | Sell |
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|
2020
Q4 | $883K | Sell |
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|
2020
Q3 | $999K | Sell |
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|
2020
Q2 | $823K | Sell |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $741K | Sell |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $704K | Sell |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $235K | Sell |
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|
2017
Q1 | $224K | Buy |
|