D.B. Root & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $236K | Buy |
|
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|
2024
Q1 | $208K | Sell |
|
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|
2023
Q4 | $332K | Sell |
|
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|
2023
Q3 | $392K | Sell |
|
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|
2023
Q2 | $415K | Buy |
|
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|
2023
Q1 | $380K | Sell |
|
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|
2022
Q4 | $393K | Sell |
|
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|
2022
Q3 | $467K | Sell |
|
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $743K | Sell |
|
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|
2021
Q3 | $794K | Buy |
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|
2021
Q2 | $523K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $332K | Sell |
|
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|
2020
Q3 | $606K | Sell |
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|
2020
Q2 | $760K | Sell |
|
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|
2020
Q1 | $601K | Buy |
|