DCM Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$409K Sell
2024
Q2
$406K Buy
2024
Q1
$393K Buy
2023
Q4
$252K Sell
2023
Q3
$224K Buy
2022
Q1
Sell
2021
Q4
$1.4M Sell
2021
Q3
$1.71M Buy
2021
Q1
Sell
2020
Q4
$600K Buy