Delta Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
1,925
-176
| -8% | -$48K | 0.1% | 130 |
|
|
2025
Q1 | $564K | Sell |
2,101
-162
| -7% | -$43.5K | 0.11% | 107 |
|
|
2024
Q4 | $756K | Sell |
2,263
-7,962
| -78% | -$2.66M | 0.15% | 88 |
|
|
2024
Q3 | $2.8M | Sell |
10,225
-122
| -1% | -$33.4K | 0.57% | 35 |
|
|
2024
Q2 | $2.66M | Buy |
10,347
+429
| +4% | +$110K | 0.59% | 32 |
|
|
2024
Q1 | $2.99M | Sell |
9,918
-101
| -1% | -$30.4K | 0.68% | 28 |
|
|
2023
Q4 | $2.64M | Buy |
10,019
+170
| +2% | +$44.7K | 0.65% | 27 |
|
|
2023
Q3 | $2M | Buy |
9,849
+8,545
| +655% | +$1.73M | 0.55% | 31 |
|
|
2023
Q2 | $275K | Buy |
1,304
+57
| +5% | +$12K | 0.08% | 155 |
|
|
2023
Q1 | $249K | Buy |
+1,247
| New | +$249K | 0.07% | 164 |
|
|
2022
Q3 | – | Sell |
-2,240
| Closed | -$370K | – | 169 |
|
|
2022
Q2 | $370K | Sell |
2,240
-3,253
| -59% | -$537K | 0.17% | 86 |
|
|
2022
Q1 | $1.17M | Buy |
5,493
+3,099
| +129% | +$658K | 0.35% | 49 |
|
|
2021
Q4 | $608K | Buy |
2,394
+77
| +3% | +$19.6K | 0.17% | 89 |
|
|
2021
Q3 | $628K | Buy |
2,317
+26
| +1% | +$7.05K | 0.2% | 88 |
|
|
2021
Q2 | $560K | Buy |
2,291
+33
| +1% | +$8.07K | 0.17% | 95 |
|
|
2021
Q1 | $478K | Sell |
2,258
-1,072
| -32% | -$227K | 0.15% | 99 |
|
|
2020
Q4 | $741K | Buy |
3,330
+300
| +10% | +$66.8K | 0.24% | 86 |
|
|
2020
Q3 | $761K | Buy |
3,030
+878
| +41% | +$221K | 0.41% | 41 |
|
|
2020
Q2 | $403K | Hold |
2,152
| – | – | 0.17% | 88 |
|
|
2020
Q1 | $309K | Buy |
2,152
+57
| +3% | +$8.18K | 0.24% | 54 |
|
|
2019
Q4 | $340K | Buy |
+2,095
| New | +$340K | 0.12% | 92 |
|