Woodmont Investment Counsel’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 | $3.44M | Sell |
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|
2025
Q2 | $5.24M | Buy |
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|
2025
Q1 | $5.02M | Buy |
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|
2024
Q4 | $6.14M | Sell |
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|
2024
Q3 | $5.07M | Buy |
|
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $5.39M | Buy |
|
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.87M | Sell |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.01M | Buy |
|
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $223K | Hold |
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|
2020
Q3 | $251K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $479K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.03M | Buy |
|