Deseret Mutual Benefit Administrators’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 | $133K | Hold |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $154K | Sell |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $127K | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $140K | Buy |
|
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|
2022
Q4 | $83.9K | Sell |
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|
2022
Q3 | $139K | Sell |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $201K | Buy |
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