DP
Dearborn Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,622
-69
| -1% | -$18.8K | 0.06% | 113 |
|
|
2025
Q1 | $1.26M | Sell |
4,691
-112
| -2% | -$30.1K | 0.06% | 101 |
|
|
2024
Q4 | $1.61M | Sell |
4,803
-50
| -1% | -$16.7K | 0.07% | 94 |
|
|
2024
Q3 | $1.33M | Sell |
4,853
-635
| -12% | -$174K | 0.05% | 103 |
|
|
2024
Q2 | $1.41M | Hold |
5,488
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $1.65M | Sell |
5,488
-152
| -3% | -$45.8K | 0.07% | 93 |
|
|
2023
Q4 | $1.48M | Sell |
5,640
-60
| -1% | -$15.8K | 0.05% | 95 |
|
|
2023
Q3 | $1.16M | Hold |
5,700
| – | – | 0.05% | 99 |
|
|
2023
Q2 | $1.2M | Buy |
5,700
+22
| +0.4% | +$4.65K | 0.05% | 100 |
|
|
2023
Q1 | $1.13M | Sell |
5,678
-1,019
| -15% | -$204K | 0.04% | 105 |
|
|
2022
Q4 | $888K | Buy |
6,697
+415
| +7% | +$55K | 0.04% | 121 |
|
|
2022
Q3 | $904K | Buy |
6,282
+411
| +7% | +$59.1K | 0.04% | 116 |
|
|
2022
Q2 | $969K | Buy |
5,871
+50
| +0.9% | +$8.25K | 0.04% | 113 |
|
|
2022
Q1 | $1.24M | Sell |
5,821
-227
| -4% | -$48.2K | 0.05% | 110 |
|
|
2021
Q4 | $1.54M | Sell |
6,048
-28
| -0.5% | -$7.12K | 0.06% | 100 |
|
|
2021
Q3 | $1.65M | Buy |
6,076
+9
| +0.1% | +$2.44K | 0.07% | 89 |
|
|
2021
Q2 | $1.48M | Hold |
6,067
| – | – | 0.06% | 97 |
|
|
2021
Q1 | $1.29M | Sell |
6,067
-65
| -1% | -$13.8K | 0.05% | 97 |
|
|
2020
Q4 | $1.37M | Hold |
6,132
| – | – | 0.06% | 92 |
|
|
2020
Q3 | $1.54M | Buy |
6,132
+74
| +1% | +$18.6K | 0.08% | 85 |
|
|
2020
Q2 | $1.14M | Sell |
6,058
-365
| -6% | -$68.4K | 0.06% | 92 |
|
|
2020
Q1 | $925K | Buy |
6,423
+25
| +0.4% | +$3.6K | 0.06% | 93 |
|
|
2019
Q4 | $1.04M | Buy |
6,398
+353
| +6% | +$57.4K | 0.05% | 101 |
|
|
2019
Q3 | $897K | Sell |
6,045
-10
| -0.2% | -$1.48K | 0.05% | 96 |
|
|
2019
Q2 | $919K | Buy |
6,055
+275
| +5% | +$41.7K | 0.06% | 94 |
|
|
2019
Q1 | $915K | Sell |
5,780
-19
| -0.3% | -$3.01K | 0.06% | 95 |
|
|
2018
Q4 | $794K | Buy |
5,799
+175
| +3% | +$24K | 0.06% | 97 |
|
|
2018
Q3 | $894K | Hold |
5,624
| – | – | 0.06% | 96 |
|
|
2018
Q2 | $767K | Sell |
5,624
-700
| -11% | -$95.5K | 0.06% | 92 |
|
|
2018
Q1 | $735K | Hold |
6,324
| – | – | 0.06% | 91 |
|
|
2017
Q4 | $647K | Sell |
6,324
-200
| -3% | -$20.5K | 0.05% | 101 |
|
|
2017
Q3 | $609K | Sell |
6,524
-12,999
| -67% | -$1.21M | 0.04% | 103 |
|
|
2017
Q2 | $1.69M | Sell |
19,523
-113
| -0.6% | -$9.79K | 0.12% | 79 |
|
|
2017
Q1 | $1.62M | Sell |
19,636
-1,109
| -5% | -$91.5K | 0.13% | 80 |
|
|
2016
Q4 | $1.42M | Sell |
20,745
-1,143
| -5% | -$78.2K | 0.12% | 80 |
|
|
2016
Q3 | $1.56M | Buy |
21,888
+3,919
| +22% | +$279K | 0.13% | 80 |
|
|
2016
Q2 | $1.43M | Hold |
17,969
| – | – | 0.12% | 83 |
|
|
2016
Q1 | $1.33M | Buy |
17,969
+13,274
| +283% | +$980K | 0.12% | 88 |
|
|
2015
Q4 | $368K | Sell |
4,695
-465
| -9% | -$36.4K | 0.03% | 170 |
|
|
2015
Q3 | $358K | Sell |
5,160
-2,187
| -30% | -$152K | 0.04% | 172 |
|
|
2015
Q2 | $512K | Sell |
7,347
-8,476
| -54% | -$591K | 0.05% | 161 |
|
|
2015
Q1 | $1.06M | Buy |
15,823
+244
| +2% | +$16.3K | 0.09% | 158 |
|
|
2014
Q4 | $924K | Sell |
15,579
-3,000
| -16% | -$178K | 0.08% | 170 |
|
|
2014
Q3 | $1.07M | Buy |
18,579
+1,777
| +11% | +$102K | 0.1% | 163 |
|
|
2014
Q2 | $976K | Hold |
16,802
| – | – | 0.1% | 169 |
|
|
2014
Q1 | $959K | Sell |
16,802
-1,360
| -7% | -$77.6K | 0.1% | 169 |
|
|
2013
Q4 | $1M | Buy |
18,162
+1,125
| +7% | +$62.1K | 0.12% | 165 |
|
|
2013
Q3 | $884K | Hold |
17,037
| – | – | 0.12% | 165 |
|
|
2013
Q2 | $650K | Buy |
+17,037
| New | +$650K | 0.09% | 182 |
|