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

D.L. Carlson Investment Group’s Portfolio CRM Stock Details CRM Fund Activity

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