DFA
Delta Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
6,092
+103
| +2% | +$28.1K | 0.58% | 50 |
|
|
2025
Q1 | $1.61M | Buy |
5,989
+83
| +1% | +$22.3K | 0.6% | 51 |
|
|
2024
Q4 | $1.97M | Buy |
5,906
+2,035
| +53% | +$680K | 0.73% | 46 |
|
|
2024
Q3 | $1.06M | Buy |
3,871
+61
| +2% | +$16.7K | 0.38% | 73 |
|
|
2024
Q2 | $979K | Buy |
3,810
+2
| +0.1% | +$514 | 0.38% | 71 |
|
|
2024
Q1 | $1.15M | Buy |
3,808
+575
| +18% | +$173K | 0.45% | 66 |
|
|
2023
Q4 | $851K | Buy |
3,233
+1,000
| +45% | +$263K | 0.37% | 76 |
|
|
2023
Q3 | $453K | Hold |
2,233
| – | – | 0.2% | 92 |
|
|
2023
Q2 | $472K | Buy |
2,233
+458
| +26% | +$96.8K | 0.21% | 91 |
|
|
2023
Q1 | $355K | Hold |
1,775
| – | – | 0.17% | 96 |
|
|
2022
Q4 | $235K | Sell |
1,775
-1,100
| -38% | -$146K | 0.11% | 107 |
|
|
2022
Q3 | $414K | Buy |
2,875
+100
| +4% | +$14.4K | 0.22% | 90 |
|
|
2022
Q2 | $458K | Buy |
2,775
+455
| +20% | +$75.1K | 0.23% | 93 |
|
|
2022
Q1 | $493K | Buy |
2,320
+38
| +2% | +$8.08K | 0.21% | 94 |
|
|
2021
Q4 | $580K | Buy |
2,282
+760
| +50% | +$193K | 0.24% | 90 |
|
|
2021
Q3 | $413K | Buy |
1,522
+49
| +3% | +$13.3K | 0.18% | 98 |
|
|
2021
Q2 | $360K | Buy |
1,473
+416
| +39% | +$102K | 0.16% | 101 |
|
|
2021
Q1 | $224K | Buy |
+1,057
| New | +$224K | 0.1% | 105 |
|