PDL
Portfolio Design Labs’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,187
| Closed | -$587K | – | 161 |
|
|
2025
Q1 | $587K | Sell |
2,187
-5,200
| -70% | -$1.4M | 0.12% | 119 |
|
|
2024
Q4 | $2.47M | Buy |
7,387
+1,069
| +17% | +$357K | 0.51% | 64 |
|
|
2024
Q3 | $1.73M | Sell |
6,318
-4,522
| -42% | -$1.24M | 0.48% | 71 |
|
|
2024
Q2 | $2.79M | Buy |
10,840
+1,950
| +22% | +$501K | 0.86% | 41 |
|
|
2024
Q1 | $2.68M | Buy |
+8,890
| New | +$2.68M | 0.9% | 42 |
|