Frank Rimerman Advisors’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 | $4.51M | Sell |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $6.04M | Buy |
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|
2024
Q3 | $4.6M | Buy |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $380K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $208K | Buy |
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