DT Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
852
| – | – | 0.02% | 137 |
|
|
2025
Q1 | $229K | Hold |
852
| – | – | 0.02% | 134 |
|
|
2024
Q4 | $285K | Buy |
852
+45
| +6% | +$15K | 0.02% | 124 |
|
|
2024
Q3 | $221K | Buy |
807
+145
| +22% | +$39.7K | 0.02% | 140 |
|
|
2024
Q2 | $170K | Hold |
662
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $199K | Hold |
662
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $190K | Hold |
662
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $134K | Hold |
662
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $148K | Buy |
662
+92
| +16% | +$20.6K | 0.02% | 143 |
|
|
2023
Q1 | $113K | Hold |
570
| – | – | 0.01% | 161 |
|
|
2022
Q4 | $75.6K | Hold |
570
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $82K | Buy |
+570
| New | +$82K | 0.01% | 165 |
|
|
2022
Q2 | – | Sell |
-1,140
| Closed | -$242K | – | 148 |
|
|
2022
Q1 | $242K | Buy |
+1,140
| New | +$242K | 0.03% | 144 |
|
|
2021
Q4 | – | Sell |
-960
| Closed | -$260K | – | 134 |
|
|
2021
Q3 | $260K | Buy |
+960
| New | +$260K | 0.03% | 127 |
|