Dunhill Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Sell
2,297
-70
-3% -$19.1K 0.18% 54
2025
Q1
$635K Buy
2,367
+1,479
+167% +$397K 0.29% 42
2024
Q4
$297K Buy
888
+498
+128% +$167K 0.14% 64
2024
Q3
$107K Buy
390
+104
+36% +$28.5K 0.05% 116
2024
Q2
$73.6K Buy
286
+20
+8% +$5.15K 0.05% 119
2024
Q1
$80.2K Buy
266
+12
+5% +$3.62K 0.06% 86
2023
Q4
$66.8K Buy
+254
New +$66.8K 0.06% 80