Dougherty Wealth Advisers’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 | $367K | Hold |
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|
2025
Q2 | $422K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $518K | Hold |
|
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|
2024
Q3 | $424K | Hold |
|
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|
2024
Q2 | $398K | Hold |
|
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|
2024
Q1 | $467K | Sell |
|
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $372K | Hold |
|
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|
2023
Q1 | $352K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $374K | Hold |
|
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $477K | Hold |
|
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|
2021
Q2 | $430K | Hold |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $442K | Hold |
|
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $286K | Hold |
|
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|
2019
Q3 | $261K | Hold |
|
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $273K | Buy |
|