WFG
Wormser Freres Gestion’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
29,936
+403
| +1% | +$110K | 4.86% | 11 |
|
|
2025
Q1 | $8M | Buy |
29,533
+1,352
| +5% | +$366K | 4.9% | 10 |
|
|
2024
Q4 | $9.51M | Sell |
28,181
-891
| -3% | -$301K | 5.65% | 4 |
|
|
2024
Q3 | $7.98M | Buy |
29,072
+612
| +2% | +$168K | 4.87% | 11 |
|
|
2024
Q2 | $7.56M | Buy |
28,460
+1,123
| +4% | +$298K | 4.93% | 13 |
|
|
2024
Q1 | $8.53M | Sell |
27,337
-8,920
| -25% | -$2.78M | 5.84% | 9 |
|
|
2023
Q4 | $9.52M | Buy |
+36,257
| New | +$9.52M | 7.72% | 1 |
|