DT Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $199K | Hold |
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|
2023
Q4 | $190K | Hold |
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|
2023
Q3 | $134K | Hold |
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $75.6K | Hold |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $260K | Buy |
|