Dowling & Yahnke’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.16M | Buy |
28,944
+330
| +1% | +$56K | 0.19% | 114 |
|
|
2022
Q2 | $4.72M | Sell |
28,614
-738
| -3% | -$130K | 0.22% | 109 |
|
|
2022
Q1 | $6.23M | Buy |
29,352
+765
| +3% | +$165K | 0.27% | 96 |
|
|
2021
Q4 | $7.26M | Sell |
28,587
-184
| -0.6% | -$51.7K | 0.35% | 88 |
|
|
2021
Q3 | $7.8M | Sell |
28,771
-917
| -3% | -$233K | 0.43% | 72 |
|
|
2021
Q2 | $7.25M | Buy |
29,688
+1,258
| +4% | +$290K | 0.42% | 74 |
|
|
2021
Q1 | $6.02M | Sell |
28,430
-208
| -0.7% | -$46.3K | 0.41% | 78 |
|
|
2020
Q4 | $6.37M | Buy |
28,638
+196
| +0.7% | +$47.7K | 0.45% | 68 |
|
|
2020
Q3 | $7.15M | Sell |
28,442
-745
| -3% | -$163K | 0.57% | 54 |
|
|
2020
Q2 | $5.47M | Buy |
29,187
+610
| +2% | +$103K | 0.46% | 65 |
|
|
2020
Q1 | $4.12M | Sell |
28,577
-365
| -1% | -$62.6K | 0.4% | 72 |
|
|
2019
Q4 | $4.71M | Buy |
28,942
+286
| +1% | +$44.8K | 0.36% | 83 |
|
|
2019
Q3 | $4.25M | Buy |
28,656
+367
| +1% | +$55.8K | 0.35% | 83 |
|
|
2019
Q2 | $4.29M | Buy |
28,289
+1,674
| +6% | +$262K | 0.36% | 83 |
|
|
2019
Q1 | $4.21M | Buy |
26,615
+966
| +4% | +$150K | 0.41% | 77 |
|
|
2018
Q4 | $3.66M | Sell |
25,649
-128
| -0.5% | -$17.6K | 0.38% | 80 |
|
|
2018
Q3 | $4.1M | Sell |
25,777
-731
| -3% | -$108K | 0.36% | 89 |
|
|
2018
Q2 | $3.62M | Sell |
26,508
-504
| -2% | -$64.3K | 0.34% | 94 |
|
|
2018
Q1 | $3.14M | Buy |
27,012
+190
| +0.7% | +$21.8K | 0.29% | 105 |
|
|
2017
Q4 | $2.74M | Buy |
26,822
+127
| +0.5% | +$12.9K | 0.25% | 116 |
|
|
2017
Q3 | $2.49M | Buy |
26,695
+821
| +3% | +$75.5K | 0.25% | 115 |
|
|
2017
Q2 | $2.24M | Sell |
25,874
-122
| -0.5% | -$10.6K | 0.24% | 120 |
|
|
2017
Q1 | $2.14M | Buy |
25,996
+2,284
| +10% | +$182K | 0.23% | 122 |
|
|
2016
Q4 | $1.62M | Buy |
23,712
+2,116
| +10% | +$154K | 0.18% | 140 |
|
|
2016
Q3 | $1.54M | Buy |
21,596
+750
| +4% | +$58.5K | 0.18% | 139 |
|
|
2016
Q2 | $1.66M | Buy |
20,846
+2,304
| +12% | +$181K | 0.2% | 131 |
|
|
2016
Q1 | $1.37M | Buy |
18,542
+2,339
| +14% | +$161K | 0.17% | 141 |
|
|
2015
Q4 | $1.27M | Buy |
16,203
+1,564
| +11% | +$122K | 0.16% | 140 |
|
|
2015
Q3 | $1.02M | Buy |
14,639
+2,913
| +25% | +$206K | 0.14% | 146 |
|
|
2015
Q2 | $816K | Sell |
11,726
-387
| -3% | -$27.6K | 0.1% | 167 |
|
|
2015
Q1 | $809K | Buy |
12,113
+3,627
| +43% | +$225K | 0.1% | 167 |
|
|
2014
Q4 | $503K | Buy |
8,486
+2,442
| +40% | +$144K | 0.06% | 194 |
|
|
2014
Q3 | $348K | Buy |
6,044
+1,060
| +21% | +$59.7K | 0.05% | 210 |
|
|
2014
Q2 | $289K | Buy |
4,984
+750
| +18% | +$40.5K | 0.04% | 230 |
|
|
2014
Q1 | $242K | Buy |
4,234
+452
| +12% | +$27K | 0.03% | 248 |
|
|
2013
Q4 | $209K | Sell |
3,782
-78
| -2% | -$4.17K | 0.03% | 241 |
|
|
2013
Q3 | $200K | Buy |
+3,860
| New | +$175K | 0.03% | 230 |
|
Other funds holding CRM
Dowling & Yahnke's CRM Position: Q3 2022 in Review
Dowling & Yahnke increased its Salesforce (CRM) stake by 1.2% in Q3 2022, buying an estimated $56K and bringing the position to 28,944 shares worth $4.16M. The position accounts for 0.19% of the portfolio, ranked #114.
Dowling & Yahnke first reported a position in CRM in Q3 2013 and has held it in 37 quarters since. The position peaked at $7.8M in Q3 2021. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.
- Dowling & Yahnke held 28,944 shares of Salesforce worth $4.16M as of Q3 2022.
- Dowling & Yahnke bought 330 Salesforce shares in Q3 2022, an estimated $56K.
- Salesforce made up 0.19% of Dowling & Yahnke's portfolio in Q3 2022, its #114 holding.
- Dowling & Yahnke first reported a position in Salesforce in Q3 2013 and has held it in 37 quarters since.
- Dowling & Yahnke's Salesforce position peaked at $7.8M in Q3 2021.
- 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.
Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.