Woodward Diversified Capital’s Salesforce CRM Stock Holding History

Woodward Diversified Capital’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$267K	Sell
2025 Q2	$330K	Buy
2025 Q1	$227K	Buy
2024 Q4	$239K	Sell
2024 Q3	$223K	Buy
2024 Q2	$210K	Sell
2024 Q1	$1.18M	Buy
2023 Q4	$214K	Buy
2022 Q1	–	Sell
2021 Q4	$206K	Buy
2021 Q3	$216K	Buy