DIA
Davidson Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
83,695
-1,493
| -2% | -$407K | 1.03% | 33 |
|
|
2025
Q1 | $22.9M | Buy |
85,188
+2,049
| +2% | +$550K | 1.13% | 31 |
|
|
2024
Q4 | $27.8M | Buy |
83,139
+1,146
| +1% | +$383K | 1.35% | 20 |
|
|
2024
Q3 | $22.4M | Buy |
81,993
+3,672
| +5% | +$1.01M | 1.08% | 30 |
|
|
2024
Q2 | $20.1M | Sell |
78,321
-22,674
| -22% | -$5.83M | 1.04% | 34 |
|
|
2024
Q1 | $30.4M | Buy |
100,995
+357
| +0.4% | +$108K | 1.58% | 15 |
|
|
2023
Q4 | $26.5M | Buy |
100,638
+1,641
| +2% | +$432K | 1.52% | 14 |
|
|
2023
Q3 | $20.1M | Buy |
98,997
+1,365
| +1% | +$277K | 1.28% | 18 |
|
|
2023
Q2 | $20.6M | Sell |
97,632
-382
| -0.4% | -$80.7K | 1.3% | 19 |
|
|
2023
Q1 | $19.6M | Buy |
98,014
+12,873
| +15% | +$2.57M | 1.28% | 17 |
|
|
2022
Q4 | $11.3M | Buy |
85,141
+783
| +0.9% | +$104K | 0.88% | 56 |
|
|
2022
Q3 | $12.1M | Buy |
84,358
+3,340
| +4% | +$480K | 1.02% | 42 |
|
|
2022
Q2 | $13.4M | Buy |
81,018
+14,210
| +21% | +$2.35M | 1.14% | 37 |
|
|
2022
Q1 | $14.2M | Buy |
66,808
+1,286
| +2% | +$273K | 1.03% | 45 |
|
|
2021
Q4 | $16.7M | Sell |
65,522
-197
| -0.3% | -$50.1K | 1.19% | 35 |
|
|
2021
Q3 | $17.8M | Buy |
65,719
+2,317
| +4% | +$628K | 1.39% | 24 |
|
|
2021
Q2 | $15.5M | Sell |
63,402
-475
| -0.7% | -$116K | 1.24% | 31 |
|
|
2021
Q1 | $13.5M | Buy |
63,877
+2,804
| +5% | +$594K | 1.15% | 38 |
|
|
2020
Q4 | $13.6M | Buy |
61,073
+10,443
| +21% | +$2.32M | 1.25% | 27 |
|
|
2020
Q3 | $12.7M | Sell |
50,630
-450
| -0.9% | -$113K | 1.35% | 26 |
|
|
2020
Q2 | $9.57M | Sell |
51,080
-1,644
| -3% | -$308K | 1.06% | 33 |
|
|
2020
Q1 | $7.59M | Sell |
52,724
-2,523
| -5% | -$363K | 0.98% | 43 |
|
|
2019
Q4 | $8.99M | Sell |
55,247
-888
| -2% | -$144K | 0.87% | 47 |
|
|
2019
Q3 | $8.33M | Buy |
+56,135
| New | +$8.33M | 0.87% | 50 |
|