Duncker Streett & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18K | Hold |
8
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $2.15K | Hold |
8
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $2.68K | Sell |
8
-170
| -96% | -$56.8K | ﹤0.01% | 489 |
|
|
2024
Q3 | $48.7K | Hold |
178
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $45.8K | Buy |
178
+5
| +3% | +$1.29K | 0.01% | 326 |
|
|
2024
Q1 | $52.1K | Buy |
173
+170
| +5,667% | +$51.2K | 0.01% | 317 |
|
|
2023
Q4 | $789 | Buy |
+3
| New | +$789 | ﹤0.01% | 468 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$1.06K | – | 492 |
|
|
2023
Q2 | $1.06K | Hold |
5
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $999 | Hold |
5
| – | – | ﹤0.01% | 456 |
|
|
2022
Q4 | $663 | Hold |
5
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $1K | Sell |
5
-158
| -97% | -$31.6K | ﹤0.01% | 459 |
|
|
2021
Q4 | $41K | Hold |
163
| – | – | 0.01% | 355 |
|
|
2021
Q3 | $44K | Hold |
163
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $40K | Buy |
163
+43
| +36% | +$10.6K | 0.01% | 354 |
|
|
2021
Q1 | $25K | Sell |
120
-500
| -81% | -$104K | ﹤0.01% | 385 |
|
|
2020
Q4 | $138K | Buy |
620
+115
| +23% | +$25.6K | 0.03% | 258 |
|
|
2020
Q3 | $127K | Hold |
505
| – | – | 0.03% | 252 |
|
|
2020
Q2 | $95K | Hold |
505
| – | – | 0.02% | 274 |
|
|
2020
Q1 | $73K | Hold |
505
| – | – | 0.02% | 303 |
|
|
2019
Q4 | $82K | Buy |
+505
| New | +$82K | 0.02% | 316 |
|
|
2019
Q3 | – | Sell |
-505
| Closed | -$77K | – | 303 |
|
|
2019
Q2 | $77K | Hold |
505
| – | – | 0.02% | 330 |
|
|
2019
Q1 | $80K | Hold |
505
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $69K | Buy |
505
+5
| +1% | +$683 | 0.02% | 321 |
|
|
2018
Q3 | $80K | Hold |
500
| – | – | 0.02% | 339 |
|
|
2018
Q2 | $68K | Buy |
500
+100
| +25% | +$13.6K | 0.02% | 357 |
|
|
2018
Q1 | $47K | Hold |
400
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $41K | Buy |
+400
| New | +$41K | 0.01% | 412 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$27K | – | 630 |
|
|
2016
Q4 | $27K | Hold |
400
| – | – | 0.01% | 447 |
|
|
2016
Q3 | $29K | Hold |
400
| – | – | 0.01% | 415 |
|
|
2016
Q2 | $32K | Hold |
400
| – | – | 0.01% | 402 |
|
|
2016
Q1 | $30K | Hold |
400
| – | – | 0.01% | 408 |
|
|
2015
Q4 | $31K | Buy |
+400
| New | +$31K | 0.01% | 406 |
|