Westside Investment Management’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 | $1.2M | Buy |
|
|||||
|
2025
Q2 | $1.33M | Buy |
|
|||||
|
2025
Q1 | $1.26M | Sell |
|
|||||
|
2024
Q4 | $1.6M | Buy |
|
|||||
|
2024
Q3 | $1.29M | Sell |
|
|||||
|
2024
Q2 | $1.24M | Buy |
|
|||||
|
2024
Q1 | $1.42M | Hold |
|
|||||
|
2023
Q4 | $1.24M | Buy |
|
|||||
|
2023
Q3 | $947K | Hold |
|
|||||
|
2023
Q2 | $987K | Sell |
|
|||||
|
2023
Q1 | $945K | Sell |
|
|||||
|
2022
Q4 | $122K | Sell |
|
|||||
|
2022
Q3 | $236K | Buy |
|
|||||
|
2022
Q2 | $132K | Buy |
|
|||||
|
2022
Q1 | $132K | Buy |
|
|||||
|
2021
Q4 | $157K | Buy |
|
|||||
|
2021
Q3 | $152K | Buy |
|
|||||
|
2021
Q2 | $135K | Buy |
|
|||||
|
2021
Q1 | $42.6K | Buy |
|
|||||
|
2020
Q4 | $22.4K | Buy |
|
|||||
|
2020
Q3 | $25.3K | Sell |
|
|||||
|
2020
Q2 | $18.8K | Hold |
|
|||||
|
2020
Q1 | $14.5K | Buy |
|
|||||
|
2019
Q2 | $16.2K | Buy |
|
|||||
|
2018
Q4 | $179K | Hold |
|
|||||
|
2018
Q3 | $193K | Hold |
|
|||||
|
2018
Q2 | $183K | Buy |
|
|||||
|
2018
Q1 | $138K | Hold |
|
|||||
|
2017
Q4 | $130K | Hold |
|
|||||
|
2017
Q3 | $115K | Sell |
|
|||||
|
2017
Q2 | $124K | Sell |
|
|||||
|
2017
Q1 | $128K | Sell |
|
|||||
|
2016
Q4 | $202K | Buy |
|