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 |
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|
2025
Q2 | $881K | Buy |
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|
2025
Q1 | $848K | Sell |
|
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|
2024
Q4 | $1.18M | Sell |
|
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|
2024
Q3 | $1.39M | Sell |
|
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|
2024
Q2 | $1.31M | Buy |
|
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|
2024
Q1 | $1.17M | Sell |
|
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|
2023
Q4 | $1.32M | Buy |
|
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|
2023
Q3 | $1.01M | Sell |
|
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|
2023
Q2 | $1.65M | Sell |
|
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|
2023
Q1 | $1.9M | Buy |
|
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|
2022
Q4 | $654K | Sell |
|
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|
2022
Q3 | $924K | Buy |
|
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|
2022
Q2 | $1M | Buy |
|
|||||
|
2022
Q1 | $1.1M | Buy |
|
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|
2021
Q4 | $1.29M | Buy |
|