DFPG Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.18M | Buy |
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|
2023
Q3 | $4.31M | Buy |
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|
2023
Q2 | $4.53M | Sell |
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|
2023
Q1 | $3.96M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $810K | Buy |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $217K | Buy |
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