WA
WP Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
7,495
+957
| +15% | +$261K | 0.56% | 31 |
|
|
2025
Q1 | $1.75M | Sell |
6,538
-31
| -0.5% | -$8.32K | 0.58% | 32 |
|
|
2024
Q4 | $2.2M | Sell |
6,569
-87
| -1% | -$29.1K | 0.73% | 30 |
|
|
2024
Q3 | $1.82M | Sell |
6,656
-829
| -11% | -$227K | 0.67% | 32 |
|
|
2024
Q2 | $1.92M | Sell |
7,485
-45
| -0.6% | -$11.6K | 0.61% | 35 |
|
|
2024
Q1 | $2.27M | Sell |
7,530
-115
| -2% | -$34.6K | 0.74% | 32 |
|
|
2023
Q4 | $2.01M | Buy |
7,645
+43
| +0.6% | +$11.3K | 0.74% | 31 |
|
|
2023
Q3 | $1.54M | Sell |
7,602
-23
| -0.3% | -$4.66K | 0.64% | 36 |
|
|
2023
Q2 | $1.61M | Buy |
7,625
+204
| +3% | +$43.1K | 0.64% | 35 |
|
|
2023
Q1 | $1.48M | Buy |
7,421
+57
| +0.8% | +$11.4K | 0.61% | 38 |
|
|
2022
Q4 | $976K | Sell |
7,364
-1,287
| -15% | -$171K | 0.44% | 47 |
|
|
2022
Q3 | $1.24M | Buy |
8,651
+2,220
| +35% | +$319K | 0.56% | 38 |
|
|
2022
Q2 | $1.06M | Buy |
6,431
+2,948
| +85% | +$486K | 0.46% | 46 |
|
|
2022
Q1 | $740K | Buy |
3,483
+426
| +14% | +$90.5K | 0.3% | 59 |
|
|
2021
Q4 | $777K | Sell |
3,057
-48
| -2% | -$12.2K | 0.32% | 58 |
|
|
2021
Q3 | $842K | Sell |
3,105
-45
| -1% | -$12.2K | 0.35% | 51 |
|
|
2021
Q2 | $769K | Buy |
3,150
+50
| +2% | +$12.2K | 0.32% | 49 |
|
|
2021
Q1 | $657K | Buy |
+3,100
| New | +$657K | 0.28% | 52 |
|
|
2018
Q3 | – | Sell |
-330
| Closed | -$45K | – | 272 |
|
|
2018
Q2 | $45K | Buy |
+330
| New | +$45K | 0.04% | 136 |
|