DB Fitzpatrick & Co’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.31M Buy
2025
Q2
$881K Buy
2025
Q1
$848K Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.39M Sell
2024
Q2
$1.31M Buy
2024
Q1
$1.17M Sell
2023
Q4
$1.32M Buy
2023
Q3
$1.01M Sell
2023
Q2
$1.65M Sell
2023
Q1
$1.9M Buy
2022
Q4
$654K Sell
2022
Q3
$924K Buy
2022
Q2
$1M Buy
2022
Q1
$1.1M Buy
2021
Q4
$1.29M Buy