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 |
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|
2022
Q2 | $4.72M | Sell |
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|
2022
Q1 | $6.23M | Buy |
|
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|
2021
Q4 | $7.26M | Sell |
|
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|
2021
Q3 | $7.8M | Sell |
|
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|
2021
Q2 | $7.25M | Buy |
|
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|
2021
Q1 | $6.02M | Sell |
|
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|
2020
Q4 | $6.37M | Buy |
|
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|
2020
Q3 | $7.15M | Sell |
|
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|
2020
Q2 | $5.47M | Buy |
|
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|
2020
Q1 | $4.12M | Sell |
|
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|
2019
Q4 | $4.71M | Buy |
|
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|
2019
Q3 | $4.25M | Buy |
|
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|
2019
Q2 | $4.29M | Buy |
|
|||||
|
2019
Q1 | $4.21M | Buy |
|
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|
2018
Q4 | $3.66M | Sell |
|
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|
2018
Q3 | $4.1M | Sell |
|
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|
2018
Q2 | $3.62M | Sell |
|
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|
2018
Q1 | $3.14M | Buy |
|
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|
2017
Q4 | $2.74M | Buy |
|
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|
2017
Q3 | $2.49M | Buy |
|
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|
2017
Q2 | $2.24M | Sell |
|
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|
2017
Q1 | $2.14M | Buy |
|
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|
2016
Q4 | $1.62M | Buy |
|
|||||
|
2016
Q3 | $1.54M | Buy |
|
|||||
|
2016
Q2 | $1.66M | Buy |
|
|||||
|
2016
Q1 | $1.37M | Buy |
|
|||||
|
2015
Q4 | $1.27M | Buy |
|
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|
2015
Q3 | $1.02M | Buy |
|
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|
2015
Q2 | $816K | Sell |
|
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|
2015
Q1 | $809K | Buy |
|
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|
2014
Q4 | $503K | Buy |
|
|||||
|
2014
Q3 | $348K | Buy |
|
|||||
|
2014
Q2 | $289K | Buy |
|
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|
2014
Q1 | $242K | Buy |
|
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|
2013
Q4 | $209K | Sell |
|
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|
2013
Q3 | $200K | Buy |
|