WRM
Weybosset Research & Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,075
| Closed | -$359K | – | 40 |
|
|
2024
Q4 | $359K | Hold |
1,075
| – | – | 0.12% | 31 |
|
|
2024
Q3 | $294K | Buy |
1,075
+70
| +7% | +$19.1K | 0.1% | 38 |
|
|
2024
Q2 | $258K | Buy |
1,005
+10
| +1% | +$2.57K | 0.1% | 37 |
|
|
2024
Q1 | $12.8K | Sell |
995
-50
| -5% | -$641 | 4.44% | 10 |
|
|
2023
Q4 | $275K | Buy |
1,045
+50
| +5% | +$13.2K | 0.1% | 34 |
|
|
2023
Q3 | $202K | Hold |
995
| – | – | 0.08% | 40 |
|
|
2023
Q2 | $210K | Sell |
995
-620
| -38% | -$131K | 0.08% | 39 |
|
|
2023
Q1 | $323K | Buy |
1,615
+40
| +3% | +$8K | 0.12% | 39 |
|
|
2022
Q4 | $209K | Hold |
1,575
| – | – | 0.08% | 54 |
|
|
2022
Q3 | $227K | Buy |
1,575
+125
| +9% | +$18K | 0.1% | 47 |
|
|
2022
Q2 | $264K | Buy |
+1,450
| New | +$264K | 0.13% | 36 |
|
|
2021
Q4 | $426K | Sell |
1,675
-75
| -4% | -$19.1K | 0.16% | 33 |
|
|
2021
Q3 | $475K | Buy |
1,750
+125
| +8% | +$33.9K | 0.19% | 29 |
|
|
2021
Q2 | $397K | Buy |
1,625
+150
| +10% | +$36.6K | 0.16% | 32 |
|
|
2021
Q1 | $313K | Hold |
1,475
| – | – | 0.13% | 44 |
|
|
2020
Q4 | $328K | Sell |
1,475
-100
| -6% | -$22.2K | 0.15% | 40 |
|
|
2020
Q3 | $396K | Sell |
1,575
-1,050
| -40% | -$264K | 0.22% | 33 |
|
|
2020
Q2 | $492K | Buy |
2,625
+1,000
| +62% | +$187K | 0.29% | 32 |
|
|
2020
Q1 | $224K | Hold |
1,625
| – | – | 0.16% | 48 |
|
|
2019
Q4 | $264K | Buy |
+1,625
| New | +$264K | 0.14% | 51 |
|