Dakota Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
30,527
+23,287
| +322% | +$6.35M | 0.18% | 110 |
|
|
2025
Q1 | $1.94M | Sell |
7,240
-48,505
| -87% | -$13M | 0.05% | 263 |
|
|
2024
Q4 | $18.6M | Buy |
55,745
+48,456
| +665% | +$16.2M | 0.43% | 46 |
|
|
2024
Q3 | $2M | Sell |
7,289
-2,534
| -26% | -$694K | 0.05% | 270 |
|
|
2024
Q2 | $2.53M | Sell |
9,823
-17,253
| -64% | -$4.44M | 0.06% | 235 |
|
|
2024
Q1 | $8.16M | Buy |
27,076
+5,853
| +28% | +$1.76M | 0.2% | 103 |
|
|
2023
Q4 | $5.58M | Sell |
21,223
-18,292
| -46% | -$4.81M | 0.22% | 114 |
|
|
2023
Q3 | $8.01M | Sell |
39,515
-4,666
| -11% | -$946K | 0.35% | 76 |
|
|
2023
Q2 | $9.33M | Buy |
44,181
+38,673
| +702% | +$8.17M | 0.44% | 61 |
|
|
2023
Q1 | $1.1M | Sell |
5,508
-23
| -0.4% | -$4.6K | 0.07% | 217 |
|
|
2022
Q4 | $733K | Buy |
5,531
+1,010
| +22% | +$134K | 0.05% | 267 |
|
|
2022
Q3 | $650K | Buy |
4,521
+23
| +0.5% | +$3.31K | 0.05% | 289 |
|
|
2022
Q2 | $742K | Buy |
4,498
+9
| +0.2% | +$1.49K | 0.07% | 220 |
|
|
2022
Q1 | $954K | Sell |
4,489
-1,407
| -24% | -$299K | 0.08% | 199 |
|
|
2021
Q4 | $1.5M | Sell |
5,896
-5,579
| -49% | -$1.42M | 0.16% | 130 |
|
|
2021
Q3 | $3.11M | Sell |
11,475
-116
| -1% | -$31.5K | 0.36% | 77 |
|
|
2021
Q2 | $2.83M | Buy |
11,591
+4,172
| +56% | +$1.02M | 0.34% | 83 |
|
|
2021
Q1 | $1.57M | Sell |
7,419
-197
| -3% | -$41.7K | 0.21% | 110 |
|
|
2020
Q4 | $1.7M | Buy |
7,616
+5,546
| +268% | +$1.23M | 0.22% | 108 |
|
|
2020
Q3 | $521K | Buy |
2,070
+24
| +1% | +$6.04K | 0.08% | 166 |
|
|
2020
Q2 | $383K | Sell |
2,046
-11
| -0.5% | -$2.06K | 0.07% | 187 |
|
|
2020
Q1 | $296K | Buy |
2,057
+599
| +41% | +$86.2K | 0.06% | 195 |
|
|
2019
Q4 | $237K | Buy |
+1,458
| New | +$237K | 0.04% | 267 |
|
|
2019
Q3 | – | Sell |
-29,842
| Closed | -$4.53M | – | 311 |
|
|
2019
Q2 | $4.53M | Buy |
29,842
+2,104
| +8% | +$319K | 0.87% | 32 |
|
|
2019
Q1 | $4.4M | Buy |
27,738
+7,501
| +37% | +$1.19M | 0.87% | 29 |
|
|
2018
Q4 | $3.22M | Sell |
20,237
-745
| -4% | -$118K | 0.73% | 37 |
|
|
2018
Q3 | $3.34M | Buy |
20,982
+1,551
| +8% | +$247K | 0.75% | 36 |
|
|
2018
Q2 | $2.65M | Buy |
19,431
+714
| +4% | +$97.4K | 0.74% | 34 |
|
|
2018
Q1 | $2.18M | Buy |
18,717
+400
| +2% | +$46.5K | 1.12% | 23 |
|
|
2017
Q4 | $1.87M | Sell |
18,317
-1,128
| -6% | -$115K | 0.99% | 25 |
|
|
2017
Q3 | $1.82M | Buy |
19,445
+861
| +5% | +$80.5K | 0.98% | 25 |
|
|
2017
Q2 | $1.61M | Buy |
18,584
+6,180
| +50% | +$535K | 0.89% | 27 |
|
|
2017
Q1 | $1.02M | Buy |
+12,404
| New | +$1.02M | 0.6% | 34 |
|