Woodward Diversified Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
1,210
+365
| +43% | +$99.5K | 0.17% | 128 |
|
|
2025
Q1 | $227K | Buy |
845
+129
| +18% | +$34.6K | 0.16% | 119 |
|
|
2024
Q4 | $239K | Sell |
716
-100
| -12% | -$33.4K | 0.18% | 109 |
|
|
2024
Q3 | $223K | Buy |
816
+1
| +0.1% | +$274 | 0.14% | 149 |
|
|
2024
Q2 | $210K | Sell |
815
-3,110
| -79% | -$800K | 0.12% | 152 |
|
|
2024
Q1 | $1.18M | Buy |
3,925
+3,110
| +382% | +$937K | 0.73% | 34 |
|
|
2023
Q4 | $214K | Buy |
+815
| New | +$214K | 0.13% | 141 |
|
|
2022
Q1 | – | Sell |
-811
| Closed | -$206K | – | 162 |
|
|
2021
Q4 | $206K | Buy |
811
+14
| +2% | +$3.56K | 0.12% | 182 |
|
|
2021
Q3 | $216K | Buy |
+797
| New | +$216K | 0.14% | 163 |
|