DLCIG
D.L. Carlson Investment Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Sell |
15,633
-366
| -2% | -$99.8K | 0.78% | 34 |
|
|
2025
Q1 | $4.29M | Sell |
15,999
-344
| -2% | -$92.3K | 0.83% | 33 |
|
|
2024
Q4 | $5.46M | Sell |
16,343
-286
| -2% | -$95.6K | 0.97% | 25 |
|
|
2024
Q3 | $4.55M | Sell |
16,629
-195
| -1% | -$53.4K | 0.82% | 30 |
|
|
2024
Q2 | $4.33M | Sell |
16,824
-3,675
| -18% | -$945K | 0.83% | 29 |
|
|
2024
Q1 | $6.17M | Sell |
20,499
-313
| -2% | -$94.3K | 1.21% | 20 |
|
|
2023
Q4 | $6.08M | Sell |
20,812
-1,284
| -6% | -$375K | 1.24% | 19 |
|
|
2023
Q3 | $4.48M | Sell |
22,096
-103
| -0.5% | -$20.9K | 0.9% | 35 |
|
|
2023
Q2 | $4.69M | Buy |
22,199
+8,253
| +59% | +$1.74M | 0.9% | 37 |
|
|
2023
Q1 | $2.79M | Buy |
+13,946
| New | +$2.79M | 0.63% | 53 |
|