Delta Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2K | Hold |
217
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $58.2K | Sell |
217
-75
| -26% | -$20.1K | 0.01% | 238 |
|
|
2024
Q4 | $97.6K | Hold |
292
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $79.9K | Hold |
292
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $75.1K | Sell |
292
-3
| -1% | -$771 | 0.01% | 215 |
|
|
2024
Q1 | $88.8K | Hold |
295
| – | – | 0.01% | 207 |
|
|
2023
Q4 | $77.6K | Buy |
295
+3
| +1% | +$789 | 0.01% | 219 |
|
|
2023
Q3 | $59.2K | Hold |
292
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $61.7K | Hold |
292
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $58.3K | Hold |
292
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $38.7K | Buy |
+292
| New | +$38.7K | ﹤0.01% | 257 |
|
|
2022
Q1 | – | Sell |
-234
| Closed | -$59K | – | 239 |
|
|
2021
Q4 | $59K | Hold |
234
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $63K | Hold |
234
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $57K | Buy |
234
+25
| +12% | +$6.09K | 0.01% | 232 |
|
|
2021
Q1 | $44K | Buy |
209
+9
| +5% | +$1.9K | ﹤0.01% | 248 |
|
|
2020
Q4 | $45K | Hold |
200
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $50K | Hold |
200
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $37K | Hold |
200
| – | – | ﹤0.01% | 248 |
|
|
2020
Q1 | $29K | Buy |
200
+125
| +167% | +$18.1K | ﹤0.01% | 265 |
|
|
2019
Q4 | $12K | Hold |
75
| – | – | ﹤0.01% | 413 |
|
|
2019
Q3 | $11K | Buy |
+75
| New | +$11K | ﹤0.01% | 410 |
|