Delta Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $468K | Buy |
1,636
+574
| +54% | +$164K | 0.11% | 141 |
|
|
2024
Q4 | $355K | Sell |
1,062
-71
| -6% | -$23.7K | 0.08% | 169 |
|
|
2024
Q3 | $310K | Buy |
1,133
+28
| +3% | +$7.66K | 0.12% | 98 |
|
|
2024
Q2 | $284K | Sell |
1,105
-250
| -18% | -$64.3K | 0.12% | 98 |
|
|
2024
Q1 | $408K | Buy |
1,355
+50
| +4% | +$15.1K | 0.12% | 141 |
|
|
2023
Q4 | $343K | Buy |
1,305
+200
| +18% | +$52.6K | 0.11% | 143 |
|
|
2023
Q3 | $224K | Sell |
1,105
-16
| -1% | -$3.24K | 0.08% | 179 |
|
|
2023
Q2 | $237K | Buy |
+1,121
| New | +$237K | 0.28% | 71 |
|