Daymark Wealth Partners’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 | $24.8M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $19.3M | Buy |
|
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|
2024
Q2 | $18M | Buy |
|
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|
2024
Q1 | $20.1M | Sell |
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|
2023
Q4 | $17.7M | Sell |
|
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $13M | Buy |
|
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|
2023
Q1 | $8.05M | Sell |
|
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|
2022
Q4 | $5.39M | Buy |
|