DMBA
Deseret Mutual Benefit Administrators’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
486
| – | – | 0.06% | 185 |
|
|
2025
Q1 | $130K | Buy |
486
+26
| +6% | +$6.98K | 0.06% | 182 |
|
|
2024
Q4 | $154K | Sell |
460
-8
| -2% | -$2.68K | 0.08% | 163 |
|
|
2024
Q3 | $128K | Hold |
468
| – | – | 0.07% | 190 |
|
|
2024
Q2 | $120K | Hold |
468
| – | – | 0.06% | 187 |
|
|
2024
Q1 | $141K | Sell |
468
-30
| -6% | -$9.04K | 0.07% | 171 |
|
|
2023
Q4 | $131K | Sell |
498
-130
| -21% | -$34.2K | 0.08% | 160 |
|
|
2023
Q3 | $127K | Sell |
628
-74
| -11% | -$15K | 0.06% | 179 |
|
|
2023
Q2 | $148K | Hold |
702
| – | – | 0.06% | 178 |
|
|
2023
Q1 | $140K | Buy |
702
+69
| +11% | +$13.8K | 0.06% | 190 |
|
|
2022
Q4 | $83.9K | Sell |
633
-333
| -34% | -$44.2K | 0.03% | 241 |
|
|
2022
Q3 | $139K | Sell |
966
-86
| -8% | -$12.4K | 0.04% | 240 |
|
|
2022
Q2 | $174K | Buy |
1,052
+134
| +15% | +$22.2K | 0.04% | 244 |
|
|
2022
Q1 | $195K | Buy |
918
+20
| +2% | +$4.25K | 0.04% | 247 |
|
|
2021
Q4 | $228K | Buy |
898
+77
| +9% | +$19.6K | 0.04% | 249 |
|
|
2021
Q3 | $223K | Hold |
821
| – | – | 0.04% | 243 |
|
|
2021
Q2 | $201K | Buy |
+821
| New | +$201K | 0.05% | 200 |
|