Dividend Assets Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$26K | – | 192 |
|
|
2023
Q4 | $26K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $20K | Sell |
100
-25
| -20% | -$5K | ﹤0.01% | 334 |
|
|
2023
Q2 | $26K | Buy |
125
+25
| +25% | +$5.2K | 0.01% | 323 |
|
|
2023
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $14K | Sell |
100
-11
| -10% | -$1.54K | ﹤0.01% | 419 |
|
|
2022
Q2 | $18K | Buy |
111
+11
| +11% | +$1.78K | ﹤0.01% | 408 |
|
|
2022
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $25K | Hold |
100
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 379 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 368 |
|