Wilbanks Smith & Thomas Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $17.7M | Buy |
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|
2023
Q4 | $15.4M | Buy |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $12.2M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $7.66M | Sell |
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|
2022
Q3 | $8.48M | Buy |
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|
2022
Q2 | $9.17M | Buy |
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|
2022
Q1 | $9.59M | Buy |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $9.15M | Buy |
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|
2020
Q4 | $9.02M | Buy |
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|
2020
Q3 | $9.38M | Buy |
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|
2020
Q2 | $6.82M | Buy |
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|
2020
Q1 | $4.7M | Buy |
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|
2019
Q4 | $4.79M | Buy |
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|
2019
Q3 | $3.8M | Buy |
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|
2019
Q2 | $3.7M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $119K | Buy |
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