Deltec Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
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|
2025
Q1 | $1.74M | Hold |
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|
2024
Q4 | $2.17M | Hold |
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|
2024
Q3 | $1.78M | Hold |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $7.73M | Sell |
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|
2021
Q2 | $8.23M | Sell |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $8.5M | Buy |
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|
2020
Q3 | $8.88M | Hold |
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|
2020
Q2 | $6.62M | Buy |
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|
2020
Q1 | $5.04M | Sell |
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|
2019
Q4 | $6.67M | Buy |
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|
2019
Q3 | $5.57M | Sell |
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|
2019
Q2 | $7.36M | Buy |
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|
2019
Q1 | $5.21M | Buy |
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|
2018
Q4 | $4.45M | Hold |
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|
2018
Q3 | $5.17M | Sell |
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|
2018
Q2 | $5.12M | Hold |
|
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|
2018
Q1 | $4.36M | Sell |
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|
2017
Q4 | $3.94M | Buy |
|
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|
2017
Q3 | $3.13M | Sell |
|
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|
2017
Q2 | $5.72M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $685K | Sell |
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|
2016
Q3 | $1.57M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.34M | Hold |
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|
2014
Q4 | $1.19M | Buy |
|