WAM
Wolverine Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Sell |
21,050
-3,883
| -16% | -$1.06M | 0.05% | 156 |
|
|
2025
Q1 | $6.69M | Buy |
24,933
+23,032
| +1,212% | +$6.18M | 0.08% | 134 |
|
|
2024
Q4 | $636K | Buy |
+1,901
| New | +$636K | 0.01% | 506 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1249 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1277 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1327 |
|
|
2023
Q4 | – | Sell |
-19,020
| Closed | -$3.86M | – | 1410 |
|
|
2023
Q3 | $3.86M | Buy |
+19,020
| New | +$3.86M | 0.04% | 204 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1469 |
|
|
2023
Q1 | – | Sell |
-38,708
| Closed | -$5.13M | – | 1571 |
|
|
2022
Q4 | $5.13M | Buy |
38,708
+37,526
| +3,175% | +$4.98M | 0.05% | 190 |
|
|
2022
Q3 | $170K | Sell |
1,182
-599
| -34% | -$86.2K | ﹤0.01% | 1003 |
|
|
2022
Q2 | $293K | Sell |
1,781
-100
| -5% | -$16.5K | ﹤0.01% | 883 |
|
|
2022
Q1 | $399K | Sell |
1,881
-19,678
| -91% | -$4.17M | ﹤0.01% | 849 |
|
|
2021
Q4 | $5.48M | Sell |
21,559
-5,404
| -20% | -$1.37M | 0.05% | 188 |
|
|
2021
Q3 | $7.31M | Buy |
+26,963
| New | +$7.31M | 0.06% | 159 |
|
|
2020
Q4 | – | Sell |
-513
| Closed | -$128K | – | 1367 |
|
|
2020
Q3 | $128K | Buy |
513
+297
| +138% | +$74.1K | ﹤0.01% | 827 |
|
|
2020
Q2 | $40K | Buy |
+216
| New | +$40K | ﹤0.01% | 986 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 840 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 785 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 694 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 718 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 695 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 792 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1010 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1047 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1071 |
|
|
2015
Q1 | – | Sell |
-109,136
| Closed | -$6.47M | – | 1045 |
|
|
2014
Q4 | $6.47M | Buy |
+109,136
| New | +$6.47M | 0.13% | 132 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1190 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 1072 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 1168 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1305 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 1216 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1142 |
|