Dillon & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.24M | Sell |
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|
2025
Q2 | $8.4M | Buy |
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|
2025
Q1 | $7.89M | Buy |
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|
2024
Q4 | $9.23M | Buy |
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|
2024
Q3 | $7.56M | Buy |
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|
2024
Q2 | $6.87M | Buy |
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|
2024
Q1 | $7.67M | Buy |
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|
2023
Q4 | $6.42M | Buy |
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|
2023
Q3 | $4.9M | Buy |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $4.23M | Buy |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $4.19M | Buy |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | $3.36M | Buy |
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|
2020
Q3 | $3.38M | Buy |
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|
2020
Q2 | $2.5M | Sell |
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|
2020
Q1 | $1.93M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.74M | Buy |
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|
2019
Q2 | $1.64M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $414K | Buy |
|