Willis Johnson & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-678
| Closed | -$227K | – | 166 |
|
|
2024
Q4 | $227K | Sell |
678
-649
| -49% | -$217K | 0.02% | 138 |
|
|
2024
Q3 | $363K | Buy |
1,327
+91
| +7% | +$24.9K | 0.03% | 113 |
|
|
2024
Q2 | $318K | Buy |
1,236
+299
| +32% | +$76.8K | 0.03% | 116 |
|
|
2024
Q1 | $282K | Buy |
937
+168
| +22% | +$50.6K | 0.02% | 117 |
|
|
2023
Q4 | $202K | Buy |
+769
| New | +$202K | 0.02% | 130 |
|