Woodmont Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
19,206
+493
| +3% | +$134K | 0.35% | 59 |
|
|
2025
Q1 | $5.02M | Buy |
18,713
+351
| +2% | +$94.2K | 0.36% | 60 |
|
|
2024
Q4 | $6.14M | Sell |
18,362
-178
| -1% | -$59.5K | 0.45% | 53 |
|
|
2024
Q3 | $5.07M | Buy |
18,540
+283
| +2% | +$77.5K | 0.38% | 55 |
|
|
2024
Q2 | $4.69M | Buy |
18,257
+361
| +2% | +$92.8K | 0.38% | 54 |
|
|
2024
Q1 | $5.39M | Buy |
17,896
+20
| +0.1% | +$6.02K | 0.45% | 48 |
|
|
2023
Q4 | $4.7M | Sell |
17,876
-81
| -0.5% | -$21.3K | 0.44% | 50 |
|
|
2023
Q3 | $3.64M | Sell |
17,957
-362
| -2% | -$73.4K | 0.39% | 60 |
|
|
2023
Q2 | $3.87M | Sell |
18,319
-79
| -0.4% | -$16.7K | 0.4% | 56 |
|
|
2023
Q1 | $3.68M | Buy |
18,398
+3,446
| +23% | +$688K | 0.39% | 61 |
|
|
2022
Q4 | $1.98M | Buy |
14,952
+3,339
| +29% | +$443K | 0.22% | 93 |
|
|
2022
Q3 | $1.67M | Buy |
11,613
+5,497
| +90% | +$790K | 0.21% | 94 |
|
|
2022
Q2 | $1.01M | Buy |
6,116
+4,963
| +430% | +$819K | 0.12% | 126 |
|
|
2022
Q1 | $245K | Buy |
1,153
+14
| +1% | +$2.98K | 0.03% | 226 |
|
|
2021
Q4 | $289K | Buy |
1,139
+35
| +3% | +$8.88K | 0.04% | 185 |
|
|
2021
Q3 | $299K | Buy |
1,104
+4
| +0.4% | +$1.08K | 0.04% | 171 |
|
|
2021
Q2 | $269K | Buy |
1,100
+100
| +10% | +$24.5K | 0.04% | 174 |
|
|
2021
Q1 | $212K | Hold |
1,000
| – | – | 0.04% | 183 |
|
|
2020
Q4 | $223K | Hold |
1,000
| – | – | 0.04% | 165 |
|
|
2020
Q3 | $251K | Buy |
+1,000
| New | +$251K | 0.05% | 152 |
|
|
2019
Q1 | – | Sell |
-3,500
| Closed | -$479K | – | 177 |
|
|
2018
Q4 | $479K | Buy |
+3,500
| New | +$479K | 0.13% | 128 |
|
|
2016
Q4 | – | Sell |
-59,923
| Closed | -$1.03M | – | 278 |
|
|
2016
Q3 | $1.03M | Buy |
+59,923
| New | +$1.03M | 0.29% | 93 |
|