DWS
Dynamic Wealth Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
1,226
-25
| -2% | -$6.82K | 0.24% | 46 |
|
|
2025
Q1 | $336K | Buy |
1,251
+17
| +1% | +$4.56K | 0.28% | 42 |
|
|
2024
Q4 | $413K | Buy |
1,234
+44
| +4% | +$14.7K | 0.37% | 36 |
|
|
2024
Q3 | $326K | Sell |
1,190
-141
| -11% | -$38.6K | 0.27% | 41 |
|
|
2024
Q2 | $342K | Buy |
1,331
+12
| +0.9% | +$3.08K | 0.29% | 37 |
|
|
2024
Q1 | $397K | Sell |
1,319
-38
| -3% | -$11.4K | 0.34% | 36 |
|
|
2023
Q4 | $357K | Buy |
+1,357
| New | +$357K | 0.33% | 35 |
|