Duff & Phelps Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,223
| Closed | -$572K | – | 176 |
|
|
2024
Q2 | $572K | Sell |
2,223
-8,993
| -80% | -$2.31M | 0.01% | 175 |
|
|
2024
Q1 | $3.38M | Buy |
11,216
+343
| +3% | +$103K | 0.04% | 148 |
|
|
2023
Q4 | $2.86M | Buy |
10,873
+110
| +1% | +$28.9K | 0.03% | 151 |
|
|
2023
Q3 | $2.18M | Sell |
10,763
-162
| -1% | -$32.9K | 0.03% | 159 |
|
|
2023
Q2 | $2.31M | Buy |
10,925
+150
| +1% | +$31.7K | 0.03% | 156 |
|
|
2023
Q1 | $2.15M | Hold |
10,775
| – | – | 0.03% | 163 |
|
|
2022
Q4 | $1.43M | Hold |
10,775
| – | – | 0.02% | 179 |
|
|
2022
Q3 | $1.55M | Buy |
10,775
+330
| +3% | +$47.5K | 0.02% | 169 |
|
|
2022
Q2 | $1.72M | Hold |
10,445
| – | – | 0.02% | 144 |
|
|
2022
Q1 | $2.22M | Buy |
10,445
+640
| +7% | +$136K | 0.03% | 141 |
|
|
2021
Q4 | $2.49M | Buy |
9,805
+92
| +0.9% | +$23.4K | 0.03% | 139 |
|
|
2021
Q3 | $2.63M | Sell |
9,713
-117
| -1% | -$31.7K | 0.03% | 131 |
|
|
2021
Q2 | $2.4M | Sell |
9,830
-810
| -8% | -$198K | 0.03% | 137 |
|
|
2021
Q1 | $2.25M | Hold |
10,640
| – | – | 0.03% | 143 |
|
|
2020
Q4 | $2.37M | Buy |
10,640
+50
| +0.5% | +$11.1K | 0.03% | 138 |
|
|
2020
Q3 | $2.66M | Buy |
10,590
+100
| +1% | +$25.1K | 0.04% | 129 |
|
|
2020
Q2 | $1.97M | Buy |
+10,490
| New | +$1.97M | 0.03% | 143 |
|