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Dock Street Asset Management’s Salesforce CRM Stock Holding History

Dock Street Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,999
Closed -$1.73M – 54
2022
Q3 		$1.73M Sell
11,999
-1,805
-13% -$260K 0.41% 40
2022
Q2 		$2.28M Buy
13,804
+465
+3% +$76.7K 0.5% 37
2022
Q1 		$2.83M Buy
+13,339
New +$2.83M 0.51% 33