DeDora Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
8,532
+407
| +5% | +$111K | 0.61% | 42 |
|
|
2025
Q1 | $2.18M | Buy |
8,125
+46
| +0.6% | +$12.3K | 0.63% | 41 |
|
|
2024
Q4 | $2.7M | Buy |
8,079
+12
| +0.1% | +$4.01K | 0.74% | 31 |
|
|
2024
Q3 | $2.21M | Buy |
8,067
+387
| +5% | +$106K | 0.62% | 39 |
|
|
2024
Q2 | $1.97M | Buy |
7,680
+582
| +8% | +$150K | 0.61% | 40 |
|
|
2024
Q1 | $2.14M | Buy |
7,098
+2,670
| +60% | +$804K | 0.68% | 37 |
|
|
2023
Q4 | $1.17M | Buy |
4,428
+189
| +4% | +$49.7K | 0.41% | 50 |
|
|
2023
Q3 | $860K | Buy |
4,239
+538
| +15% | +$109K | 0.34% | 59 |
|
|
2023
Q2 | $782K | Buy |
3,701
+512
| +16% | +$108K | 0.3% | 65 |
|
|
2023
Q1 | $637K | Buy |
3,189
+688
| +28% | +$137K | 0.27% | 72 |
|
|
2022
Q4 | $332K | Buy |
2,501
+728
| +41% | +$96.5K | 0.16% | 88 |
|
|
2022
Q3 | $255K | Hold |
1,773
| – | – | 0.13% | 92 |
|
|
2022
Q2 | $293K | Hold |
1,773
| – | – | 0.15% | 84 |
|
|
2022
Q1 | $376K | Buy |
+1,773
| New | +$376K | 0.15% | 80 |
|
|
2021
Q4 | – | Sell |
-1,972
| Closed | -$535K | – | 70 |
|
|
2021
Q3 | $535K | Buy |
1,972
+9
| +0.5% | +$2.44K | 0.23% | 70 |
|
|
2021
Q2 | $480K | Buy |
1,963
+9
| +0.5% | +$2.2K | 0.21% | 70 |
|
|
2021
Q1 | $414K | Sell |
1,954
-530
| -21% | -$112K | 0.2% | 70 |
|
|
2020
Q4 | $553K | Buy |
2,484
+102
| +4% | +$22.7K | 0.27% | 67 |
|
|
2020
Q3 | $599K | Sell |
2,382
-280
| -11% | -$70.4K | 0.33% | 61 |
|
|
2020
Q2 | $499K | Buy |
2,662
+104
| +4% | +$19.5K | 0.3% | 63 |
|
|
2020
Q1 | $368K | Sell |
2,558
-60
| -2% | -$8.63K | 0.28% | 65 |
|
|
2019
Q4 | $426K | Buy |
+2,618
| New | +$426K | 0.26% | 67 |
|
|
2019
Q3 | – | Sell |
-2,242
| Closed | -$340K | – | 88 |
|
|
2019
Q2 | $340K | Buy |
2,242
+180
| +9% | +$27.3K | 0.24% | 68 |
|
|
2019
Q1 | $327K | Buy |
+2,062
| New | +$327K | 0.25% | 66 |
|