DA
Duality Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,249
| Closed | -$1.28M | – | 129 |
|
|
2024
Q1 | $1.28M | Buy |
+4,249
| New | +$1.28M | 0.13% | 265 |
|
|
2023
Q4 | – | Sell |
-6,278
| Closed | -$1.27M | – | 601 |
|
|
2023
Q3 | $1.27M | Buy |
+6,278
| New | +$1.27M | 0.15% | 238 |
|
|
2023
Q2 | – | Sell |
-3,600
| Closed | -$719K | – | 546 |
|
|
2023
Q1 | $719K | Sell |
3,600
-15,325
| -81% | -$3.06M | 0.08% | 352 |
|
|
2022
Q4 | $2.51M | Buy |
18,925
+16,892
| +831% | +$2.24M | 0.29% | 108 |
|
|
2022
Q3 | $292K | Buy |
+2,033
| New | +$292K | 0.03% | 462 |
|
|
2022
Q1 | – | Sell |
-1,309
| Closed | -$333K | – | 667 |
|
|
2021
Q4 | $333K | Buy |
+1,309
| New | +$333K | 0.04% | 439 |
|
|
2021
Q3 | – | Sell |
-35,813
| Closed | -$8.75M | – | 565 |
|
|
2021
Q2 | $8.75M | Buy |
+35,813
| New | +$8.75M | 0.78% | 6 |
|
|
2021
Q1 | – | Sell |
-45,169
| Closed | -$10.1M | – | 554 |
|
|
2020
Q4 | $10.1M | Buy |
45,169
+1,909
| +4% | +$425K | 0.75% | 19 |
|
|
2020
Q3 | $10.9M | Buy |
43,260
+29,311
| +210% | +$7.37M | 0.69% | 20 |
|
|
2020
Q2 | $2.61M | Buy |
+13,949
| New | +$2.61M | 0.24% | 118 |
|
|
2020
Q1 | – | Sell |
-5,271
| Closed | -$857K | – | 73 |
|
|
2019
Q4 | $857K | Buy |
+5,271
| New | +$857K | 0.05% | 289 |
|
|
2019
Q3 | – | Sell |
-17,710
| Closed | -$2.69M | – | 344 |
|
|
2019
Q2 | $2.69M | Sell |
17,710
-27,330
| -61% | -$4.15M | 0.24% | 124 |
|
|
2019
Q1 | $7.13M | Buy |
+45,040
| New | +$7.13M | 0.42% | 66 |
|