D.L. Carlson Investment Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.26M Sell
2025
Q1
$4.29M Sell
2024
Q4
$5.46M Sell
2024
Q3
$4.55M Sell
2024
Q2
$4.33M Sell
2024
Q1
$6.17M Sell
2023
Q4
$6.08M Sell
2023
Q3
$4.48M Sell
2023
Q2
$4.69M Buy
2023
Q1
$2.79M Buy