DFPG Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.18M | Buy |
20,561
+31
| +0.2% | +$7.81K | 0.4% | 58 |
|
|
2023
Q3 | $4.31M | Buy |
20,530
+1,189
| +6% | +$250K | 0.4% | 59 |
|
|
2023
Q2 | $4.53M | Sell |
19,341
-465
| -2% | -$109K | 0.41% | 52 |
|
|
2023
Q1 | $3.96M | Buy |
19,806
+6,002
| +43% | +$1.2M | 0.42% | 52 |
|
|
2022
Q4 | $2M | Buy |
13,804
+11,974
| +654% | +$1.74M | 0.33% | 79 |
|
|
2022
Q3 | $293K | Buy |
1,830
+435
| +31% | +$69.6K | 0.12% | 127 |
|
|
2022
Q2 | $234K | Sell |
1,395
-43
| -3% | -$7.21K | 0.1% | 132 |
|
|
2022
Q1 | $269K | Sell |
1,438
-382
| -21% | -$71.5K | 0.1% | 127 |
|
|
2021
Q4 | $406K | Buy |
1,820
+40
| +2% | +$8.92K | 0.17% | 104 |
|
|
2021
Q3 | $516K | Sell |
1,780
-1,462
| -45% | -$424K | 0.2% | 99 |
|
|
2021
Q2 | $791K | Sell |
3,242
-303
| -9% | -$73.9K | 0.3% | 86 |
|
|
2021
Q1 | $781K | Sell |
3,545
-103
| -3% | -$22.7K | 0.33% | 84 |
|
|
2020
Q4 | $810K | Buy |
3,648
+2,551
| +233% | +$566K | 0.37% | 76 |
|
|
2020
Q3 | $285K | Sell |
1,097
-7
| -0.6% | -$1.82K | 0.15% | 131 |
|
|
2020
Q2 | $217K | Buy |
+1,104
| New | +$217K | 0.13% | 153 |
|