Whalerock Point 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
Q2 | $5.13M | Buy |
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|
2025
Q1 | $4.96M | Buy |
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|
2024
Q4 | $5.68M | Buy |
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|
2024
Q3 | $4.55M | Buy |
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|
2024
Q2 | $4.18M | Buy |
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|
2024
Q1 | $4.88M | Buy |
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|
2023
Q4 | $4.16M | Sell |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $3.12M | Sell |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $4.18M | Sell |
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|
2021
Q4 | $5.15M | Buy |
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|
2021
Q3 | $5.44M | Buy |
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|
2021
Q2 | $4.69M | Sell |
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|
2021
Q1 | $4.1M | Buy |
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|
2020
Q4 | $4.1M | Buy |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $834K | Hold |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $573K | Buy |
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|
2018
Q2 | $316K | Sell |
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|
2018
Q1 | $450K | Buy |
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|
2017
Q4 | $370K | Hold |
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|
2017
Q3 | $338K | Buy |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $205K | Buy |
|