DIM
DLK Investment Management’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Buy |
1,485
+393
| +36% | +$107K | 0.15% | 56 |
|
2025
Q1 | $293K | Buy |
1,092
+27
| +3% | +$7.25K | 0.12% | 58 |
|
2024
Q4 | $356K | Buy |
1,065
+63
| +6% | +$21.1K | 0.15% | 55 |
|
2024
Q3 | $274K | Sell |
1,002
-37
| -4% | -$10.1K | 0.11% | 72 |
|
2024
Q2 | $267K | Buy |
+1,039
| New | +$267K | 0.11% | 72 |
|