Doyle Wealth Management’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 | $12M | Buy |
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|
2022
Q2 | $13.3M | Sell |
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|
2022
Q1 | $18.4M | Buy |
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|
2021
Q4 | $21.2M | Buy |
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|
2021
Q3 | $22.4M | Buy |
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|
2021
Q2 | $19.9M | Buy |
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|
2021
Q1 | $16.8M | Buy |
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|
2020
Q4 | $17.2M | Buy |
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|
2020
Q3 | $19.1M | Buy |
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|
2020
Q2 | $6.62M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $103K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $41K | Buy |
|