WAM
WFA Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
158
-242
| -61% | -$62.3K | 0.02% | 106 |
|
|
2025
Q1 | $120K | Buy |
400
+344
| +614% | +$104K | 0.06% | 72 |
|
|
2024
Q4 | $18.8K | Sell |
56
-102
| -65% | -$34.3K | 0.01% | 159 |
|
|
2024
Q3 | $43.4K | Hold |
158
| – | – | 0.02% | 111 |
|
|
2024
Q2 | $40.7K | Sell |
158
-242
| -61% | -$62.3K | 0.02% | 107 |
|
|
2024
Q1 | $120K | Hold |
400
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $105K | Hold |
400
| – | – | 0.06% | 66 |
|
|
2023
Q3 | $81.1K | Hold |
400
| – | – | 0.05% | 78 |
|
|
2023
Q2 | $84.5K | Hold |
400
| – | – | 0.05% | 77 |
|
|
2023
Q1 | $79.9K | Hold |
400
| – | – | 0.05% | 80 |
|
|
2022
Q4 | $53K | Hold |
400
| – | – | 0.03% | 88 |
|
|
2022
Q3 | $57.5K | Hold |
400
| – | – | 0.04% | 83 |
|
|
2022
Q2 | $66K | Hold |
400
| – | – | 0.05% | 80 |
|
|
2022
Q1 | $84.9K | Hold |
400
| – | – | 0.06% | 74 |
|
|
2021
Q4 | $102K | Buy |
+400
| New | +$102K | 0.07% | 62 |
|