DGS Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $285K | Buy |
+852
| New | +$285K | 0.07% | 227 |
|
|
2024
Q2 | – | Sell |
-1,191
| Closed | -$359K | – | 304 |
|
|
2024
Q1 | $359K | Sell |
1,191
-32
| -3% | -$9.64K | 0.1% | 182 |
|
|
2023
Q4 | $322K | Sell |
1,223
-10
| -0.8% | -$2.63K | 0.12% | 155 |
|
|
2023
Q3 | $250K | Buy |
+1,233
| New | +$250K | 0.12% | 178 |
|