Dynamic Advisor Solutions’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 | $4.62M | Sell |
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|
2025
Q2 | $5.4M | Sell |
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|
2025
Q1 | $5.44M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.98M | Buy |
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|
2024
Q2 | $5.54M | Buy |
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|
2024
Q1 | $6.22M | Sell |
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|
2023
Q4 | $6.82M | Buy |
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|
2023
Q3 | $5.37M | Buy |
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|
2023
Q2 | $4.48M | Buy |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.56M | Sell |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.7M | Sell |
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|
2020
Q3 | $3.4M | Buy |
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|
2020
Q2 | $2.41M | Buy |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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|
2019
Q3 | $1.65M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $1.29M | Buy |
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|
2018
Q4 | $911K | Buy |
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|
2018
Q3 | $510K | Buy |
|