DSG Capital Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
6,195
-2,894
-32% -$789K 0.3% 56
2025
Q1
$2.44M Sell
9,089
-593
-6% -$159K 0.49% 46
2024
Q4
$3.24M Buy
+9,682
New +$3.24M 0.59% 43