DTL
Dynamic Technology Lab’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
2,590
+820
| +46% | +$224K | 0.1% | 380 |
|
|
2025
Q1 | $475K | Buy |
1,770
+240
| +16% | +$64.4K | 0.07% | 498 |
|
|
2024
Q4 | $512K | Buy |
+1,530
| New | +$512K | 0.08% | 429 |
|
|
2024
Q2 | – | Sell |
-1,410
| Closed | -$425K | – | 1019 |
|
|
2024
Q1 | $425K | Sell |
1,410
-369
| -21% | -$111K | 0.05% | 659 |
|
|
2023
Q4 | $468K | Sell |
1,779
-22,672
| -93% | -$5.96M | 0.05% | 618 |
|
|
2023
Q3 | $4.96M | Buy |
24,451
+11,586
| +90% | +$2.35M | 0.5% | 9 |
|
|
2023
Q2 | $2.72M | Buy |
+12,865
| New | +$2.72M | 0.34% | 36 |
|
|
2022
Q3 | – | Sell |
-6,687
| Closed | -$1.1M | – | 1186 |
|
|
2022
Q2 | $1.1M | Buy |
6,687
+2,440
| +57% | +$403K | 0.12% | 280 |
|
|
2022
Q1 | $902K | Sell |
4,247
-61
| -1% | -$13K | 0.11% | 335 |
|
|
2021
Q4 | $1.1M | Buy |
+4,308
| New | +$1.1M | 0.12% | 277 |
|
|
2021
Q3 | – | Sell |
-3,146
| Closed | -$768K | – | 1139 |
|
|
2021
Q2 | $768K | Buy |
+3,146
| New | +$768K | 0.08% | 418 |
|
|
2020
Q2 | – | Sell |
-4,620
| Closed | -$665K | – | 1021 |
|
|
2020
Q1 | $665K | Buy |
+4,620
| New | +$665K | 0.13% | 259 |
|
|
2019
Q3 | – | Sell |
-10,793
| Closed | -$1.64M | – | 1003 |
|
|
2019
Q2 | $1.64M | Sell |
10,793
-1,180
| -10% | -$179K | 0.28% | 58 |
|
|
2019
Q1 | $1.9M | Buy |
+11,973
| New | +$1.9M | 0.31% | 50 |
|
|
2018
Q2 | – | Sell |
-9,602
| Closed | -$1.12M | – | 1039 |
|
|
2018
Q1 | $1.12M | Buy |
9,602
+5,495
| +134% | +$639K | 0.17% | 173 |
|
|
2017
Q4 | $420K | Sell |
4,107
-10,204
| -71% | -$1.04M | 0.07% | 526 |
|
|
2017
Q3 | $1.34M | Buy |
14,311
+7,911
| +124% | +$739K | 0.22% | 72 |
|
|
2017
Q2 | $554K | Buy |
6,400
+2,500
| +64% | +$216K | 0.1% | 361 |
|
|
2017
Q1 | $322K | Sell |
3,900
-5,525
| -59% | -$456K | 0.08% | 531 |
|
|
2016
Q4 | $645K | Buy |
+9,425
| New | +$645K | 0.17% | 155 |
|
|
2016
Q3 | – | Sell |
-13,182
| Closed | -$1.05M | – | 920 |
|
|
2016
Q2 | $1.05M | Buy |
+13,182
| New | +$1.05M | 0.28% | 41 |
|
|
2016
Q1 | – | Sell |
-6,200
| Closed | -$486K | – | 960 |
|
|
2015
Q4 | $486K | Buy |
+6,200
| New | +$486K | 0.15% | 236 |
|
|
2015
Q3 | – | Sell |
-7,984
| Closed | -$556K | – | 843 |
|
|
2015
Q2 | $556K | Buy |
+7,984
| New | +$556K | 0.19% | 137 |
|