DFC
DB Fitzpatrick & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
3,230
+69
| +2% | +$18.8K | 0.78% | 43 |
|
|
2025
Q1 | $848K | Sell |
3,161
-369
| -10% | -$99K | 0.81% | 42 |
|
|
2024
Q4 | $1.18M | Sell |
3,530
-1,548
| -30% | -$518K | 1.08% | 32 |
|
|
2024
Q3 | $1.39M | Sell |
5,078
-15
| -0.3% | -$4.11K | 1.22% | 30 |
|
|
2024
Q2 | $1.31M | Buy |
5,093
+1,209
| +31% | +$311K | 1.21% | 28 |
|
|
2024
Q1 | $1.17M | Sell |
3,884
-1,125
| -22% | -$339K | 1.07% | 33 |
|
|
2023
Q4 | $1.32M | Buy |
5,009
+11
| +0.2% | +$2.9K | 1.26% | 27 |
|
|
2023
Q3 | $1.01M | Sell |
4,998
-2,821
| -36% | -$572K | 1.08% | 36 |
|
|
2023
Q2 | $1.65M | Sell |
7,819
-1,704
| -18% | -$360K | 1.74% | 9 |
|
|
2023
Q1 | $1.9M | Buy |
9,523
+4,588
| +93% | +$917K | 2.06% | 6 |
|
|
2022
Q4 | $654K | Sell |
4,935
-1,488
| -23% | -$197K | 0.75% | 44 |
|
|
2022
Q3 | $924K | Buy |
6,423
+331
| +5% | +$47.6K | 1.12% | 32 |
|
|
2022
Q2 | $1.01M | Buy |
6,092
+902
| +17% | +$149K | 1.11% | 32 |
|
|
2022
Q1 | $1.1M | Buy |
5,190
+97
| +2% | +$20.6K | 1.1% | 31 |
|
|
2021
Q4 | $1.29M | Buy |
+5,093
| New | +$1.29M | 1.21% | 27 |
|