ZWJ Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
916
-45
| -5% | -$12.3K | 0.01% | 190 |
|
|
2025
Q1 | $258K | Sell |
961
-75
| -7% | -$20.1K | 0.01% | 193 |
|
|
2024
Q4 | $346K | Buy |
1,036
+72
| +7% | +$24.1K | 0.01% | 170 |
|
|
2024
Q3 | $264K | Buy |
964
+1
| +0.1% | +$274 | 0.01% | 189 |
|
|
2024
Q2 | $248K | Sell |
963
-42
| -4% | -$10.8K | 0.01% | 196 |
|
|
2024
Q1 | $303K | Sell |
1,005
-70
| -7% | -$21.1K | 0.01% | 191 |
|
|
2023
Q4 | $283K | Buy |
1,075
+20
| +2% | +$5.26K | 0.01% | 165 |
|
|
2023
Q3 | $214K | Buy |
+1,055
| New | +$214K | 0.01% | 179 |
|
|
2022
Q2 | – | Sell |
-1,397
| Closed | -$297K | – | 183 |
|
|
2022
Q1 | $297K | Hold |
1,397
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $355K | Hold |
1,397
| – | – | 0.02% | 146 |
|
|
2021
Q3 | $379K | Buy |
1,397
+438
| +46% | +$119K | 0.02% | 138 |
|
|
2021
Q2 | $234K | Sell |
959
-125
| -12% | -$30.5K | 0.01% | 157 |
|
|
2021
Q1 | $230K | Sell |
1,084
-733
| -40% | -$156K | 0.01% | 161 |
|
|
2020
Q4 | $404K | Buy |
+1,817
| New | +$404K | 0.03% | 130 |
|