Donaldson Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.21M | Buy |
|
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|
2023
Q2 | $1.22M | Sell |
|
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|
2023
Q1 | $1.27M | Sell |
|
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|
2022
Q4 | $871K | Buy |
|
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|
2022
Q3 | $893K | Buy |
|
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|
2022
Q2 | $971K | Sell |
|
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|
2022
Q1 | $1.49M | Buy |
|
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|
2021
Q4 | $1.11M | Buy |
|
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|
2021
Q3 | $836K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $2.81M | Buy |
|
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|
2020
Q4 | $240K | Sell |
|
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|
2020
Q3 | $338K | Sell |
|
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|
2020
Q2 | $615K | Buy |
|
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $413K | Buy |
|
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|
2019
Q3 | $312K | Buy |
|
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|
2019
Q2 | $239K | Buy |
|
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $351K | Buy |
|