Foster Dykema Cabot & Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
398
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $107K | Hold |
398
| – | – | 0.01% | 157 |
|
|
2024
Q4 | $133K | Sell |
398
-475
| -54% | -$159K | 0.01% | 154 |
|
|
2024
Q3 | $239K | Buy |
873
+808
| +1,243% | +$221K | 0.02% | 115 |
|
|
2024
Q2 | $16.7K | Sell |
65
-3
| -4% | -$771 | ﹤0.01% | 238 |
|
|
2024
Q1 | $20.5K | Buy |
68
+65
| +2,167% | +$19.6K | ﹤0.01% | 228 |
|
|
2023
Q4 | $789 | Buy |
+3
| New | +$789 | ﹤0.01% | 261 |
|