DA
DCM Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,495
| Closed | -$409K | – | 42 |
|
|
2024
Q3 | $409K | Sell |
1,495
-85
| -5% | -$23.3K | 0.21% | 45 |
|
|
2024
Q2 | $406K | Buy |
1,580
+275
| +21% | +$70.7K | 0.21% | 44 |
|
|
2024
Q1 | $393K | Buy |
1,305
+348
| +36% | +$105K | 0.16% | 54 |
|
|
2023
Q4 | $252K | Sell |
957
-146
| -13% | -$38.4K | 0.09% | 105 |
|
|
2023
Q3 | $224K | Buy |
+1,103
| New | +$224K | 0.1% | 73 |
|
|
2022
Q1 | – | Sell |
-5,514
| Closed | -$1.4M | – | 193 |
|
|
2021
Q4 | $1.4M | Sell |
5,514
-783
| -12% | -$199K | 0.41% | 58 |
|
|
2021
Q3 | $1.71M | Buy |
+6,297
| New | +$1.71M | 0.66% | 34 |
|
|
2021
Q1 | – | Sell |
-2,695
| Closed | -$600K | – | 246 |
|
|
2020
Q4 | $600K | Buy |
+2,695
| New | +$600K | 0.35% | 90 |
|