DA
Dover Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
7,899
-491
| -6% | -$134K | 0.95% | 30 |
|
|
2025
Q1 | $2.25M | Buy |
8,390
+1,651
| +24% | +$443K | 0.98% | 31 |
|
|
2024
Q4 | $2.25M | Buy |
6,739
+290
| +4% | +$97K | 1.29% | 20 |
|
|
2024
Q3 | $1.77M | Buy |
6,449
+972
| +18% | +$266K | 1% | 31 |
|
|
2024
Q2 | $1.41M | Buy |
5,477
+2,301
| +72% | +$592K | 0.87% | 35 |
|
|
2024
Q1 | $957K | Buy |
3,176
+1,106
| +53% | +$333K | 0.66% | 51 |
|
|
2023
Q4 | $545K | Sell |
2,070
-688
| -25% | -$181K | 0.72% | 53 |
|
|
2023
Q3 | $559K | Buy |
2,758
+65
| +2% | +$13.2K | 0.57% | 57 |
|
|
2023
Q2 | $569K | Buy |
2,693
+19
| +0.7% | +$4.01K | 0.5% | 57 |
|
|
2023
Q1 | $534K | Buy |
2,674
+97
| +4% | +$19.4K | 0.51% | 59 |
|
|
2022
Q4 | $342K | Buy |
+2,577
| New | +$342K | 0.37% | 73 |
|