Willner & Heller’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
1,103
+76
| +7% | +$20.7K | 0.25% | 115 |
|
|
2025
Q1 | $276K | Sell |
1,027
-1
| -0.1% | -$268 | 0.25% | 124 |
|
|
2024
Q4 | $344K | Hold |
1,028
| – | – | 0.3% | 107 |
|
|
2024
Q3 | $281K | Buy |
1,028
+1
| +0.1% | +$274 | 0.25% | 124 |
|
|
2024
Q2 | $264K | Buy |
1,027
+346
| +51% | +$88.9K | 0.25% | 124 |
|
|
2024
Q1 | $205K | Buy |
+681
| New | +$205K | 0.2% | 137 |
|