Wilson & Boucher Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Hold |
2,175
| – | – | 0.41% | 68 |
|
|
2025
Q1 | $584K | Hold |
2,175
| – | – | 0.43% | 64 |
|
|
2024
Q4 | $727K | Hold |
2,175
| – | – | 0.52% | 57 |
|
|
2024
Q3 | $595K | Buy |
2,175
+850
| +64% | +$233K | 0.41% | 63 |
|
|
2024
Q2 | $341K | Hold |
1,325
| – | – | 0.26% | 85 |
|
|
2024
Q1 | $399K | Hold |
1,325
| – | – | 0.31% | 81 |
|
|
2023
Q4 | $349K | Hold |
1,325
| – | – | 0.29% | 83 |
|
|
2023
Q3 | $269K | Hold |
1,325
| – | – | 0.26% | 86 |
|
|
2023
Q2 | $280K | Hold |
1,325
| – | – | 0.25% | 85 |
|
|
2023
Q1 | $265K | Buy |
+1,325
| New | +$265K | 0.25% | 84 |
|
|
2022
Q2 | – | Sell |
-1,370
| Closed | -$291K | – | 98 |
|
|
2022
Q1 | $291K | Buy |
1,370
+143
| +12% | +$30.4K | 0.26% | 86 |
|
|
2021
Q4 | $312K | Buy |
+1,227
| New | +$312K | 0.28% | 85 |
|