Dillon & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Buy |
30,764
+1,334
| +5% | +$364K | 1.14% | 26 |
|
|
2025
Q1 | $7.89M | Buy |
29,430
+1,779
| +6% | +$477K | 1.17% | 26 |
|
|
2024
Q4 | $9.24M | Buy |
27,651
+67
| +0.2% | +$22.4K | 1.28% | 25 |
|
|
2024
Q3 | $7.56M | Buy |
27,584
+836
| +3% | +$229K | 1.06% | 27 |
|
|
2024
Q2 | $6.87M | Buy |
26,748
+1,283
| +5% | +$330K | 1% | 28 |
|
|
2024
Q1 | $7.67M | Buy |
25,465
+1,044
| +4% | +$314K | 1.2% | 27 |
|
|
2023
Q4 | $6.42M | Buy |
24,421
+287
| +1% | +$75.5K | 1.17% | 27 |
|
|
2023
Q3 | $4.9M | Buy |
24,134
+3,191
| +15% | +$648K | 0.94% | 31 |
|
|
2023
Q2 | $4.42M | Sell |
20,943
-215
| -1% | -$45.4K | 0.81% | 32 |
|
|
2023
Q1 | $4.23M | Buy |
21,158
+603
| +3% | +$121K | 0.84% | 30 |
|
|
2022
Q4 | $2.73M | Buy |
20,555
+823
| +4% | +$109K | 0.59% | 37 |
|
|
2022
Q3 | $2.84M | Buy |
19,732
+1,095
| +6% | +$158K | 0.66% | 36 |
|
|
2022
Q2 | $3.08M | Buy |
18,637
+437
| +2% | +$72.1K | 0.69% | 36 |
|
|
2022
Q1 | $3.86M | Buy |
18,200
+1,720
| +10% | +$365K | 0.73% | 32 |
|
|
2021
Q4 | $4.19M | Buy |
16,480
+225
| +1% | +$57.2K | 0.73% | 33 |
|
|
2021
Q3 | $4.41M | Buy |
16,255
+527
| +3% | +$143K | 0.84% | 32 |
|
|
2021
Q2 | $3.84M | Buy |
15,728
+280
| +2% | +$68.3K | 0.75% | 32 |
|
|
2021
Q1 | $3.28M | Buy |
15,448
+370
| +2% | +$78.4K | 0.7% | 33 |
|
|
2020
Q4 | $3.36M | Buy |
15,078
+1,600
| +12% | +$357K | 0.73% | 32 |
|
|
2020
Q3 | $3.38M | Buy |
13,478
+120
| +0.9% | +$30.1K | 0.82% | 32 |
|
|
2020
Q2 | $2.5M | Sell |
13,358
-22
| -0.2% | -$4.11K | 0.68% | 34 |
|
|
2020
Q1 | $1.93M | Buy |
13,380
+1,320
| +11% | +$190K | 0.65% | 34 |
|
|
2019
Q4 | $1.97M | Buy |
12,060
+305
| +3% | +$49.7K | 0.55% | 38 |
|
|
2019
Q3 | $1.74M | Buy |
11,755
+945
| +9% | +$140K | 0.53% | 38 |
|
|
2019
Q2 | $1.64M | Buy |
10,810
+3,765
| +53% | +$572K | 0.51% | 39 |
|
|
2019
Q1 | $1.11M | Buy |
7,045
+4,020
| +133% | +$635K | 0.36% | 41 |
|
|
2018
Q4 | $414K | Buy |
+3,025
| New | +$414K | 0.16% | 52 |
|