DBRC
D.B. Root & Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
+1,201
| New | +$328K | 0.1% | 142 |
|
|
2025
Q1 | – | Sell |
-653
| Closed | -$218K | – | 186 |
|
|
2024
Q4 | $218K | Buy |
+653
| New | +$218K | 0.07% | 171 |
|
|
2024
Q3 | – | Sell |
-918
| Closed | -$236K | – | 185 |
|
|
2024
Q2 | $236K | Buy |
918
+228
| +33% | +$58.6K | 0.08% | 173 |
|
|
2024
Q1 | $208K | Sell |
690
-573
| -45% | -$173K | 0.07% | 170 |
|
|
2023
Q4 | $332K | Sell |
1,263
-672
| -35% | -$177K | 0.12% | 135 |
|
|
2023
Q3 | $392K | Sell |
1,935
-31
| -2% | -$6.29K | 0.15% | 122 |
|
|
2023
Q2 | $415K | Buy |
1,966
+64
| +3% | +$13.5K | 0.16% | 125 |
|
|
2023
Q1 | $380K | Sell |
1,902
-1,063
| -36% | -$212K | 0.15% | 127 |
|
|
2022
Q4 | $393K | Sell |
2,965
-283
| -9% | -$37.5K | 0.17% | 118 |
|
|
2022
Q3 | $467K | Sell |
3,248
-73
| -2% | -$10.5K | 0.21% | 103 |
|
|
2022
Q2 | $548K | Buy |
3,321
+394
| +13% | +$65K | 0.24% | 102 |
|
|
2022
Q1 | $621K | Hold |
2,927
| – | – | 0.23% | 108 |
|
|
2021
Q4 | $743K | Sell |
2,927
-3
| -0.1% | -$762 | 0.27% | 99 |
|
|
2021
Q3 | $794K | Buy |
2,930
+785
| +37% | +$213K | 0.31% | 83 |
|
|
2021
Q2 | $523K | Buy |
+2,145
| New | +$523K | 0.2% | 131 |
|
|
2021
Q1 | – | Sell |
-1,495
| Closed | -$332K | – | 209 |
|
|
2020
Q4 | $332K | Sell |
1,495
-917
| -38% | -$204K | 0.13% | 169 |
|
|
2020
Q3 | $606K | Sell |
2,412
-1,647
| -41% | -$414K | 0.24% | 109 |
|
|
2020
Q2 | $760K | Sell |
4,059
-122
| -3% | -$22.8K | 0.33% | 84 |
|
|
2020
Q1 | $601K | Buy |
+4,181
| New | +$601K | 0.3% | 84 |
|