DAS
Diversify Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
12,024
+3,047
| +34% | +$706K | 0.11% | 143 |
|
|
2025
Q1 | $2.4M | Buy |
8,977
+1,619
| +22% | +$434K | 0.15% | 107 |
|
|
2024
Q4 | $2.34M | Sell |
7,358
-2,430
| -25% | -$772K | 0.13% | 112 |
|
|
2024
Q3 | $2.82M | Sell |
9,788
-4,653
| -32% | -$1.34M | 0.15% | 121 |
|
|
2024
Q2 | $3.65M | Sell |
14,441
-6,883
| -32% | -$1.74M | 0.2% | 94 |
|
|
2024
Q1 | $6.45M | Buy |
+21,324
| New | +$6.45M | 0.38% | 57 |
|