DGAM
Desjardins Global Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.53M | Sell |
28,620
-2,450
| -8% | -$645K | 0.81% | 18 |
|
|
2023
Q3 | $6.3M | Buy |
31,070
+10,735
| +53% | +$2.18M | 0.69% | 19 |
|
|
2023
Q2 | $4.3M | Sell |
20,335
-6,898
| -25% | -$1.46M | 0.5% | 41 |
|
|
2023
Q1 | $5.44M | Buy |
27,233
+22,236
| +445% | +$4.44M | 0.69% | 20 |
|
|
2022
Q4 | $662K | Sell |
4,997
-2,489
| -33% | -$330K | 0.1% | 188 |
|
|
2022
Q3 | $1.08M | Buy |
7,486
+107
| +1% | +$15.4K | 0.14% | 150 |
|
|
2022
Q2 | $1.22M | Sell |
7,379
-2,708
| -27% | -$447K | 0.16% | 140 |
|
|
2022
Q1 | $2.14M | Sell |
10,087
-1,653
| -14% | -$351K | 0.19% | 125 |
|
|
2021
Q4 | $2.98M | Buy |
+11,740
| New | +$2.98M | 0.26% | 101 |
|