RMDI
R.M. Davis Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
3,037
-14
| -0.5% | -$3.82K | 0.02% | 165 |
|
|
2025
Q1 | $819K | Buy |
3,051
+186
| +6% | +$49.9K | 0.02% | 164 |
|
|
2024
Q4 | $958K | Sell |
2,865
-36
| -1% | -$12K | 0.02% | 157 |
|
|
2024
Q3 | $794K | Sell |
2,901
-218
| -7% | -$59.7K | 0.02% | 158 |
|
|
2024
Q2 | $802K | Sell |
3,119
-25
| -0.8% | -$6.43K | 0.02% | 160 |
|
|
2024
Q1 | $947K | Buy |
3,144
+31
| +1% | +$9.34K | 0.02% | 153 |
|
|
2023
Q4 | $819K | Sell |
3,113
-100
| -3% | -$26.3K | 0.02% | 151 |
|
|
2023
Q3 | $652K | Hold |
3,213
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $679K | Buy |
3,213
+18
| +0.6% | +$3.8K | 0.02% | 165 |
|
|
2023
Q1 | $638K | Sell |
3,195
-81
| -2% | -$16.2K | 0.02% | 164 |
|
|
2022
Q4 | $434K | Sell |
3,276
-188
| -5% | -$24.9K | 0.01% | 192 |
|
|
2022
Q3 | $498K | Buy |
3,464
+653
| +23% | +$93.9K | 0.01% | 176 |
|
|
2022
Q2 | $464K | Sell |
2,811
-2
| -0.1% | -$330 | 0.01% | 179 |
|
|
2022
Q1 | $597K | Sell |
2,813
-116
| -4% | -$24.6K | 0.01% | 171 |
|
|
2021
Q4 | $744K | Buy |
2,929
+69
| +2% | +$17.5K | 0.02% | 163 |
|
|
2021
Q3 | $776K | Buy |
2,860
+21
| +0.7% | +$5.7K | 0.02% | 156 |
|
|
2021
Q2 | $693K | Sell |
2,839
-900
| -24% | -$220K | 0.02% | 160 |
|
|
2021
Q1 | $792K | Sell |
3,739
-77
| -2% | -$16.3K | 0.02% | 157 |
|
|
2020
Q4 | $849K | Buy |
3,816
+1,280
| +50% | +$285K | 0.02% | 155 |
|
|
2020
Q3 | $637K | Buy |
2,536
+50
| +2% | +$12.6K | 0.02% | 154 |
|
|
2020
Q2 | $466K | Hold |
2,486
| – | – | 0.02% | 159 |
|
|
2020
Q1 | $358K | Hold |
2,486
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $404K | Buy |
2,486
+265
| +12% | +$43.1K | 0.01% | 178 |
|
|
2019
Q3 | $330K | Buy |
2,221
+197
| +10% | +$29.3K | 0.01% | 185 |
|
|
2019
Q2 | $307K | Buy |
+2,024
| New | +$307K | 0.01% | 189 |
|