Dorchester Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $468K | Hold |
1,400
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $383K | Hold |
1,400
| – | – | 0.07% | 117 |
|
|
2024
Q2 | $360K | Hold |
1,400
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $422K | Hold |
1,400
| – | – | 0.08% | 117 |
|
|
2023
Q4 | $368K | Hold |
1,400
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $284K | Hold |
1,400
| – | – | 0.06% | 128 |
|
|
2023
Q2 | $296K | Hold |
1,400
| – | – | 0.06% | 119 |
|
|
2023
Q1 | $280K | Buy |
+1,400
| New | +$280K | 0.06% | 126 |
|
|
2022
Q4 | – | Sell |
-1,400
| Closed | -$201K | – | 147 |
|
|
2022
Q3 | $201K | Hold |
1,400
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $231K | Buy |
1,400
+600
| +75% | +$99K | 0.05% | 138 |
|
|
2022
Q1 | $212K | Sell |
800
-135
| -14% | -$35.8K | 0.03% | 155 |
|
|
2021
Q4 | $238K | Buy |
+935
| New | +$238K | 0.05% | 134 |
|