DA
Doliver Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
4,186
-1,708
| -29% | -$466K | 0.31% | 56 |
|
|
2025
Q1 | $1.58M | Buy |
5,894
+112
| +2% | +$30.1K | 0.44% | 34 |
|
|
2024
Q4 | $1.93M | Sell |
5,782
-294
| -5% | -$98.3K | 0.54% | 29 |
|
|
2024
Q3 | $1.66M | Buy |
6,076
+288
| +5% | +$78.8K | 0.46% | 37 |
|
|
2024
Q2 | $1.49M | Sell |
5,788
-35
| -0.6% | -$9K | 0.42% | 41 |
|
|
2024
Q1 | $1.75M | Sell |
5,823
-557
| -9% | -$168K | 0.49% | 32 |
|
|
2023
Q4 | $1.68M | Sell |
6,380
-105
| -2% | -$27.6K | 0.52% | 30 |
|
|
2023
Q3 | $1.32M | Sell |
6,485
-148
| -2% | -$30K | 0.4% | 40 |
|
|
2023
Q2 | $1.4M | Buy |
6,633
+1,195
| +22% | +$252K | 0.43% | 43 |
|
|
2023
Q1 | $1.09M | Sell |
5,438
-1,196
| -18% | -$239K | 0.34% | 50 |
|
|
2022
Q4 | $880K | Sell |
6,634
-1,102
| -14% | -$146K | 0.29% | 59 |
|
|
2022
Q3 | $1.11M | Buy |
7,736
+5,851
| +310% | +$842K | 0.41% | 38 |
|
|
2022
Q2 | $311K | Sell |
1,885
-334
| -15% | -$55.1K | 0.11% | 121 |
|
|
2022
Q1 | $471K | Buy |
2,219
+244
| +12% | +$51.8K | 0.15% | 99 |
|
|
2021
Q4 | $433K | Buy |
1,975
+855
| +76% | +$187K | 0.14% | 100 |
|
|
2021
Q3 | $304K | Buy |
1,120
+18
| +2% | +$4.89K | 0.1% | 135 |
|
|
2021
Q2 | $269K | Buy |
+1,102
| New | +$269K | 0.09% | 122 |
|