LDB
Lee, Danner & Bass’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
+19,720
| New | +$5.38M | 0.42% | 53 |
|
|
2025
Q1 | – | Sell |
-515
| Closed | -$172K | – | 320 |
|
|
2024
Q4 | $172K | Sell |
515
-700
| -58% | -$234K | 0.01% | 232 |
|
|
2024
Q3 | $333K | Sell |
1,215
-100
| -8% | -$27.4K | 0.02% | 190 |
|
|
2024
Q2 | $338K | Buy |
+1,315
| New | +$338K | 0.03% | 182 |
|
|
2023
Q4 | $399K | Hold |
1,515
| – | – | 0.03% | 167 |
|
|
2023
Q3 | $307K | Hold |
1,515
| – | – | 0.03% | 181 |
|
|
2023
Q2 | $320K | Buy |
1,515
+44
| +3% | +$9.29K | 0.03% | 178 |
|
|
2023
Q1 | $294K | Buy |
+1,471
| New | +$294K | 0.03% | 181 |
|
|
2022
Q4 | – | Sell |
-1,471
| Closed | -$212K | – | 197 |
|
|
2022
Q3 | $212K | Hold |
1,471
| – | – | 0.02% | 186 |
|
|
2022
Q2 | $243K | Sell |
1,471
-18
| -1% | -$2.97K | 0.02% | 182 |
|
|
2022
Q1 | $316K | Buy |
+1,489
| New | +$316K | 0.03% | 173 |
|