D'Orazio & Associates’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 | $583K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $539K | Sell |
|
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|
2024
Q2 | $507K | Buy |
|
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|
2024
Q1 | $592K | Sell |
|
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|
2023
Q4 | $518K | Buy |
|
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|
2023
Q3 | $360K | Buy |
|
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $237K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $217K | Buy |
|
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $120K | Buy |
|