Curi RMB Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Buy |
171,024
+11,736
| +7% | +$3.2M | 0.89% | 20 |
|
|
2025
Q1 | $42.7M | Sell |
159,288
-5,336
| -3% | -$1.43M | 1.05% | 17 |
|
|
2024
Q4 | $55M | Sell |
164,624
-11,898
| -7% | -$3.98M | 1.27% | 13 |
|
|
2024
Q3 | $48.3M | Sell |
176,522
-4,357
| -2% | -$1.19M | 1.1% | 17 |
|
|
2024
Q2 | $46.5M | Buy |
180,879
+6,086
| +3% | +$1.56M | 1.12% | 17 |
|
|
2024
Q1 | $52.6M | Sell |
174,793
-5,982
| -3% | -$1.8M | 1.21% | 14 |
|
|
2023
Q4 | $47.6M | Sell |
180,775
-3,140
| -2% | -$826K | 1.45% | 9 |
|
|
2023
Q3 | $37.3M | Sell |
183,915
-719
| -0.4% | -$146K | 1.28% | 15 |
|
|
2023
Q2 | $39M | Buy |
184,634
+10,432
| +6% | +$2.2M | 1.28% | 16 |
|
|
2023
Q1 | $34.8M | Sell |
174,202
-354
| -0.2% | -$70.7K | 1.22% | 17 |
|
|
2022
Q4 | $23.1M | Buy |
174,556
+95,895
| +122% | +$12.7M | 0.82% | 31 |
|
|
2022
Q3 | $11.3M | Sell |
78,661
-114,337
| -59% | -$16.4M | 0.42% | 77 |
|
|
2022
Q2 | $31.9M | Sell |
192,998
-28,938
| -13% | -$4.78M | 1.1% | 23 |
|
|
2022
Q1 | $47.1M | Buy |
221,936
+32,772
| +17% | +$6.96M | 1.49% | 15 |
|
|
2021
Q4 | $48.1M | Buy |
189,164
+10,304
| +6% | +$2.62M | 1.45% | 16 |
|
|
2021
Q3 | $48.5M | Buy |
178,860
+3,225
| +2% | +$875K | 1.59% | 11 |
|
|
2021
Q2 | $42.9M | Buy |
175,635
+40,245
| +30% | +$9.83M | 1.44% | 14 |
|
|
2021
Q1 | $28.7M | Buy |
135,390
+23,220
| +21% | +$4.92M | 1.06% | 26 |
|
|
2020
Q4 | $25M | Buy |
112,170
+94,550
| +537% | +$21M | 0.91% | 27 |
|
|
2020
Q3 | $4.43M | Sell |
17,620
-847
| -5% | -$213K | 0.19% | 119 |
|
|
2020
Q2 | $3.46M | Sell |
18,467
-4,159
| -18% | -$779K | 0.15% | 139 |
|
|
2020
Q1 | $3.26M | Sell |
22,626
-6,605
| -23% | -$951K | 0.15% | 138 |
|
|
2019
Q4 | $4.75M | Buy |
29,231
+2,844
| +11% | +$463K | 0.13% | 163 |
|
|
2019
Q3 | $3.92M | Buy |
26,387
+3,133
| +13% | +$465K | 0.1% | 178 |
|
|
2019
Q2 | $3.53M | Sell |
23,254
-7,050
| -23% | -$1.07M | 0.09% | 194 |
|
|
2019
Q1 | $4.8M | Sell |
30,304
-4,033
| -12% | -$639K | 0.12% | 164 |
|
|
2018
Q4 | $4.7M | Buy |
34,337
+4,393
| +15% | +$602K | 0.12% | 168 |
|
|
2018
Q3 | $4.76M | Sell |
29,944
-2,176
| -7% | -$346K | 0.11% | 186 |
|
|
2018
Q2 | $4.38M | Buy |
32,120
+1,197
| +4% | +$163K | 0.1% | 194 |
|
|
2018
Q1 | $3.6M | Buy |
30,923
+2,754
| +10% | +$320K | 0.09% | 251 |
|
|
2017
Q4 | $2.88M | Buy |
28,169
+9,127
| +48% | +$933K | 0.07% | 297 |
|
|
2017
Q3 | $1.78M | Buy |
19,042
+2,976
| +19% | +$278K | 0.05% | 343 |
|
|
2017
Q2 | $1.39M | Sell |
16,066
-729
| -4% | -$63.1K | 0.04% | 376 |
|
|
2017
Q1 | $1.39M | Buy |
+16,795
| New | +$1.39M | 0.06% | 231 |
|