Dakota Wealth Management’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 | $8.32M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $18.6M | Buy |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $2.53M | Sell |
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|
2024
Q1 | $8.16M | Buy |
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|
2023
Q4 | $5.58M | Sell |
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|
2023
Q3 | $8.01M | Sell |
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|
2023
Q2 | $9.33M | Buy |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $733K | Buy |
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|
2022
Q3 | $650K | Buy |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $954K | Sell |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $3.11M | Sell |
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|
2021
Q2 | $2.83M | Buy |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $521K | Buy |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.53M | Buy |
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|
2019
Q1 | $4.4M | Buy |
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|
2018
Q4 | $3.22M | Sell |
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|
2018
Q3 | $3.34M | Buy |
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|
2018
Q2 | $2.65M | Buy |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $1.87M | Sell |
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|
2017
Q3 | $1.82M | Buy |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.02M | Buy |
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