Duncker Streett & Co’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 | $711 | Sell |
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|
2025
Q2 | $2.18K | Hold |
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|
2025
Q1 | $2.15K | Hold |
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|
2024
Q4 | $2.67K | Sell |
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|
2024
Q3 | $48.7K | Hold |
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|
2024
Q2 | $45.8K | Buy |
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|
2024
Q1 | $52.1K | Buy |
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|
2023
Q4 | $789 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.06K | Hold |
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|
2023
Q1 | $999 | Hold |
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|
2022
Q4 | $663 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $41K | Hold |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $95K | Hold |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $82K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $77K | Hold |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $80K | Hold |
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|
2018
Q2 | $68K | Buy |
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|
2018
Q1 | $47K | Hold |
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|
2017
Q4 | $41K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $27K | Hold |
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|
2016
Q3 | $29K | Hold |
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|
2016
Q2 | $32K | Hold |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $31K | Buy |
|