DC Investments Management’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 | $407K | Hold |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $394K | Hold |
|
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $379K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $314K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $953K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $293K | Buy |
|