WoodTrust Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
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|
2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $14.5M | Buy |
|
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|
2024
Q1 | $16.9K | Sell |
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|
2023
Q4 | $15.3M | Sell |
|
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.5M | Buy |
|
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|
2022
Q4 | $6.6M | Buy |
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|
2022
Q3 | $4.31M | Buy |
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|
2022
Q2 | $4.74M | Buy |
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|
2022
Q1 | $5.73M | Buy |
|
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|
2021
Q4 | $6.37M | Buy |
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|
2021
Q3 | $6.5M | Buy |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $4.3M | Sell |
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|
2020
Q4 | $4.79M | Sell |
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|
2020
Q3 | $5.95M | Buy |
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|
2020
Q2 | $4.4M | Buy |
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|
2020
Q1 | $2.06M | Buy |
|