Doheny Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.34M | Sell |
|
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|
2024
Q3 | $1.92M | Hold |
|
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|
2024
Q2 | $1.8M | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $1.13M | Sell |
|
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|
2020
Q3 | $1.29M | Sell |
|
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|
2020
Q2 | $1.04M | Sell |
|
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|
2020
Q1 | $912K | Hold |
|
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|
2019
Q4 | $912K | Sell |
|
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|
2019
Q3 | $1.13M | Buy |
|