Wilson & Boucher Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $515K | Hold |
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|
2025
Q2 | $593K | Hold |
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|
2025
Q1 | $584K | Hold |
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|
2024
Q4 | $727K | Hold |
|
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|
2024
Q3 | $595K | Buy |
|
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|
2024
Q2 | $341K | Hold |
|
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|
2024
Q1 | $399K | Hold |
|
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $312K | Buy |
|