Doliver Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $997K | Buy |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.66M | Buy |
|
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.75M | Sell |
|
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.4M | Buy |
|
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|
2023
Q1 | $1.09M | Sell |
|
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $269K | Buy |
|