WMS Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $549K | Buy |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $385K | Buy |
|
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $228K | Hold |
|
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $388K | Buy |
|
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $324K | Hold |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $277K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $253K | Hold |
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|
2018
Q2 | $217K | Buy |
|