DNCA Finance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Buy |
34,700
+13,600
| +64% | +$3.71M | 0.72% | 38 |
|
|
2025
Q1 | $5.66M | Sell |
21,100
-13,000
| -38% | -$3.49M | 0.47% | 55 |
|
|
2024
Q4 | $11.4M | Buy |
34,100
+300
| +0.9% | +$100K | 0.89% | 30 |
|
|
2024
Q3 | $9.25M | Sell |
33,800
-6,200
| -16% | -$1.7M | 0.79% | 37 |
|
|
2024
Q2 | $10.3M | Buy |
+40,000
| New | +$10.3M | 0.88% | 34 |
|