DAM
Doheny Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,643
| Closed | -$1.78M | – | 67 |
|
|
2025
Q1 | $1.78M | Sell |
6,643
-350
| -5% | -$93.9K | 1.4% | 24 |
|
|
2024
Q4 | $2.34M | Sell |
6,993
-5
| -0.1% | -$1.67K | 1.74% | 21 |
|
|
2024
Q3 | $1.92M | Hold |
6,998
| – | – | 1.31% | 25 |
|
|
2024
Q2 | $1.8M | Buy |
+6,998
| New | +$1.8M | 1.28% | 25 |
|
|
2021
Q1 | – | Sell |
-5,093
| Closed | -$1.13M | – | 103 |
|
|
2020
Q4 | $1.13M | Sell |
5,093
-40
| -0.8% | -$8.9K | 0.79% | 37 |
|
|
2020
Q3 | $1.29M | Sell |
5,133
-445
| -8% | -$112K | 1.07% | 32 |
|
|
2020
Q2 | $1.05M | Sell |
5,578
-27
| -0.5% | -$5.06K | 0.99% | 36 |
|
|
2020
Q1 | $912K | Hold |
5,605
| – | – | 0.72% | 47 |
|
|
2019
Q4 | $912K | Sell |
5,605
-2,004
| -26% | -$326K | 0.72% | 47 |
|
|
2019
Q3 | $1.13M | Buy |
+7,609
| New | +$1.13M | 0.98% | 40 |
|