Edmond de Rothschild Holding’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
15,772
+796
| +5% | +$217K | 0.07% | 183 |
|
|
2025
Q1 | $4.02M | Sell |
14,976
-2,378
| -14% | -$638K | 0.07% | 176 |
|
|
2024
Q4 | $5.8M | Buy |
17,354
+11,700
| +207% | +$3.91M | 0.1% | 155 |
|
|
2024
Q3 | $1.55M | Sell |
5,654
-1,635
| -22% | -$448K | 0.02% | 240 |
|
|
2024
Q2 | $1.87M | Sell |
7,289
-7,047
| -49% | -$1.81M | 0.03% | 217 |
|
|
2024
Q1 | $4.32M | Sell |
14,336
-2,071
| -13% | -$624K | 0.07% | 169 |
|
|
2023
Q4 | $4.32M | Sell |
16,407
-3,405
| -17% | -$896K | 0.08% | 170 |
|
|
2023
Q3 | $4.02M | Sell |
19,812
-1,717
| -8% | -$348K | 0.08% | 173 |
|
|
2023
Q2 | $4.55M | Sell |
21,529
-6,614
| -24% | -$1.4M | 0.09% | 180 |
|
|
2023
Q1 | $5.62M | Sell |
28,143
-15,705
| -36% | -$3.14M | 0.13% | 159 |
|
|
2022
Q4 | $5.81M | Sell |
43,848
-10,567
| -19% | -$1.4M | 0.14% | 151 |
|
|
2022
Q3 | $7.83M | Sell |
54,415
-51,631
| -49% | -$7.43M | 0.21% | 123 |
|
|
2022
Q2 | $17.5M | Buy |
106,046
+15,703
| +17% | +$2.59M | 0.42% | 70 |
|
|
2022
Q1 | $19.2M | Buy |
90,343
+4,932
| +6% | +$1.05M | 0.42% | 80 |
|
|
2021
Q4 | $21.7M | Buy |
85,411
+16,143
| +23% | +$4.1M | 0.47% | 62 |
|
|
2021
Q3 | $18.8M | Buy |
69,268
+2,755
| +4% | +$747K | 0.43% | 68 |
|
|
2021
Q2 | $16.2M | Sell |
66,513
-42,459
| -39% | -$10.4M | 0.38% | 78 |
|
|
2021
Q1 | $23.1M | Buy |
108,972
+48,983
| +82% | +$10.4M | 0.63% | 44 |
|
|
2020
Q4 | $13.4M | Buy |
59,989
+39,069
| +187% | +$8.69M | 0.45% | 72 |
|
|
2020
Q3 | $5.26M | Sell |
20,920
-5,612
| -21% | -$1.41M | 0.21% | 122 |
|
|
2020
Q2 | $4.97M | Sell |
26,532
-8,658
| -25% | -$1.62M | 0.2% | 123 |
|
|
2020
Q1 | $5.07M | Buy |
35,190
+6,090
| +21% | +$877K | 0.27% | 108 |
|
|
2019
Q4 | $4.73M | Buy |
29,100
+1,306
| +5% | +$212K | 0.19% | 122 |
|
|
2019
Q3 | $4.13M | Sell |
27,794
-1,048
| -4% | -$156K | 0.17% | 123 |
|
|
2019
Q2 | $4.38M | Buy |
28,842
+17,961
| +165% | +$2.73M | 0.16% | 128 |
|
|
2019
Q1 | $1.72M | Buy |
10,881
+4,234
| +64% | +$670K | 0.06% | 187 |
|
|
2018
Q4 | $910K | Buy |
6,647
+823
| +14% | +$113K | 0.03% | 256 |
|
|
2018
Q3 | $926K | Buy |
5,824
+3,085
| +113% | +$491K | 0.03% | 277 |
|
|
2018
Q2 | $374K | Buy |
2,739
+1,647
| +151% | +$225K | 0.01% | 364 |
|
|
2018
Q1 | $127K | Sell |
1,092
-3,683
| -77% | -$428K | ﹤0.01% | 522 |
|
|
2017
Q4 | $488K | Buy |
4,775
+3,000
| +169% | +$307K | 0.01% | 359 |
|
|
2017
Q3 | $165K | Hold |
1,775
| – | – | ﹤0.01% | 524 |
|
|
2017
Q2 | $154K | Sell |
1,775
-2,568
| -59% | -$223K | ﹤0.01% | 503 |
|
|
2017
Q1 | $358K | Sell |
4,343
-8,764
| -67% | -$722K | 0.01% | 412 |
|
|
2016
Q4 | $897K | Sell |
13,107
-14,673
| -53% | -$1M | 0.02% | 289 |
|
|
2016
Q3 | $1.98M | Buy |
27,780
+11,830
| +74% | +$844K | 0.06% | 195 |
|
|
2016
Q2 | $1.27M | Buy |
15,950
+13,400
| +525% | +$1.06M | 0.04% | 242 |
|
|
2016
Q1 | $188K | Sell |
2,550
-3,800
| -60% | -$280K | 0.01% | 480 |
|
|
2015
Q4 | $498K | Buy |
6,350
+2,200
| +53% | +$173K | 0.01% | 358 |
|
|
2015
Q3 | $288K | Sell |
4,150
-683
| -14% | -$47.4K | 0.01% | 403 |
|
|
2015
Q2 | $337K | Buy |
+4,833
| New | +$337K | 0.01% | 423 |
|