DC Investments Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
1,491
| – | – | 0.17% | 87 |
|
|
2025
Q1 | $400K | Buy |
1,491
+50
| +3% | +$13.4K | 0.21% | 88 |
|
|
2024
Q4 | $482K | Hold |
1,441
| – | – | 0.31% | 59 |
|
|
2024
Q3 | $394K | Hold |
1,441
| – | – | 0.28% | 63 |
|
|
2024
Q2 | $370K | Hold |
1,441
| – | – | 0.31% | 59 |
|
|
2024
Q1 | $434K | Hold |
1,441
| – | – | 0.35% | 59 |
|
|
2023
Q4 | $379K | Hold |
1,441
| – | – | 0.38% | 56 |
|
|
2023
Q3 | $292K | Hold |
1,441
| – | – | 0.37% | 69 |
|
|
2023
Q2 | $304K | Sell |
1,441
-132
| -8% | -$27.9K | 0.35% | 66 |
|
|
2023
Q1 | $314K | Buy |
+1,573
| New | +$314K | 0.37% | 54 |
|
|
2021
Q4 | – | Sell |
-1,170
| Closed | -$317K | – | 62 |
|
|
2021
Q3 | $317K | Buy |
+1,170
| New | +$317K | 0.59% | 40 |
|
|
2019
Q1 | – | Sell |
-6,955
| Closed | -$953K | – | 247 |
|
|
2018
Q4 | $953K | Buy |
+6,955
| New | +$953K | 0.78% | 11 |
|
|
2018
Q2 | – | Sell |
-2,681
| Closed | -$312K | – | 319 |
|
|
2018
Q1 | $312K | Sell |
2,681
-184
| -6% | -$21.4K | 0.21% | 163 |
|
|
2017
Q4 | $293K | Buy |
+2,865
| New | +$293K | 0.12% | 237 |
|