RMAM
Raab & Moskowitz Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
8,668
+2,046
| +31% | +$558K | 0.56% | 47 |
|
|
2025
Q1 | $1.78M | Buy |
6,622
+753
| +13% | +$202K | 0.45% | 63 |
|
|
2024
Q4 | $1.96M | Buy |
5,869
+965
| +20% | +$323K | 0.48% | 58 |
|
|
2024
Q3 | $1.34M | Sell |
4,904
-16
| -0.3% | -$4.38K | 0.34% | 70 |
|
|
2024
Q2 | $1.26M | Sell |
4,920
-25
| -0.5% | -$6.43K | 0.34% | 73 |
|
|
2024
Q1 | $1.49M | Buy |
4,945
+21
| +0.4% | +$6.33K | 0.42% | 64 |
|
|
2023
Q4 | $1.3M | Sell |
4,924
-135
| -3% | -$35.5K | 0.41% | 66 |
|
|
2023
Q3 | $1.03M | Sell |
5,059
-70
| -1% | -$14.2K | 0.36% | 73 |
|
|
2023
Q2 | $1.08M | Sell |
5,129
-2
| -0% | -$423 | 0.37% | 73 |
|
|
2023
Q1 | $1.03M | Sell |
5,131
-235
| -4% | -$46.9K | 0.37% | 71 |
|
|
2022
Q4 | $711K | Sell |
5,366
-419
| -7% | -$55.6K | 0.27% | 85 |
|
|
2022
Q3 | $832K | Sell |
5,785
-141
| -2% | -$20.3K | 0.35% | 75 |
|
|
2022
Q2 | $978K | Sell |
5,926
-117
| -2% | -$19.3K | 0.38% | 68 |
|
|
2022
Q1 | $1.28M | Hold |
6,043
| – | – | 0.44% | 67 |
|
|
2021
Q4 | $1.54M | Hold |
6,043
| – | – | 0.5% | 61 |
|
|
2021
Q3 | $1.64M | Buy |
6,043
+15
| +0.2% | +$4.07K | 0.59% | 55 |
|
|
2021
Q2 | $1.47M | Sell |
6,028
-450
| -7% | -$110K | 0.54% | 63 |
|
|
2021
Q1 | $1.37M | Sell |
6,478
-854
| -12% | -$181K | 0.54% | 62 |
|
|
2020
Q4 | $1.63M | Buy |
7,332
+200
| +3% | +$44.5K | 0.67% | 49 |
|
|
2020
Q3 | $1.79M | Sell |
7,132
-3,872
| -35% | -$973K | 0.83% | 40 |
|
|
2020
Q2 | $2.06M | Buy |
11,004
+228
| +2% | +$42.7K | 1% | 33 |
|
|
2020
Q1 | $1.55M | Sell |
10,776
-77
| -0.7% | -$11.1K | 0.84% | 40 |
|
|
2019
Q4 | $1.77M | Buy |
10,853
+163
| +2% | +$26.5K | 0.7% | 47 |
|
|
2019
Q3 | $1.59M | Buy |
10,690
+3,345
| +46% | +$496K | 0.69% | 53 |
|
|
2019
Q2 | $1.11M | Sell |
7,345
-250
| -3% | -$37.9K | 0.49% | 68 |
|
|
2019
Q1 | $1.2M | Sell |
7,595
-285
| -4% | -$45.1K | 0.55% | 63 |
|
|
2018
Q4 | $1.08M | Sell |
7,880
-250
| -3% | -$34.2K | 0.53% | 66 |
|
|
2018
Q3 | $1.29M | Sell |
8,130
-90
| -1% | -$14.3K | 0.54% | 60 |
|
|
2018
Q2 | $1.12M | Hold |
8,220
| – | – | 0.54% | 60 |
|
|
2018
Q1 | $955K | Sell |
8,220
-825
| -9% | -$95.8K | 0.47% | 65 |
|
|
2017
Q4 | $924K | Sell |
9,045
-1,025
| -10% | -$105K | 0.45% | 70 |
|
|
2017
Q3 | $1.03M | Sell |
10,070
-575
| -5% | -$58.8K | 0.5% | 66 |
|
|
2017
Q2 | $932K | Sell |
10,645
-400
| -4% | -$35K | 0.46% | 66 |
|
|
2017
Q1 | $911K | Buy |
11,045
+539
| +5% | +$44.5K | 0.48% | 69 |
|
|
2016
Q4 | $719K | Sell |
10,506
-390
| -4% | -$26.7K | 0.39% | 75 |
|
|
2016
Q3 | $777K | Buy |
10,896
+5,935
| +120% | +$423K | 0.44% | 73 |
|
|
2016
Q2 | $393K | Buy |
4,961
+1,550
| +45% | +$123K | 0.22% | 97 |
|
|
2016
Q1 | $251K | Buy |
+3,411
| New | +$251K | 0.15% | 116 |
|
|
2015
Q1 | – | Sell |
-413
| Closed | -$24K | – | 164 |
|
|
2014
Q4 | $24K | Buy |
+413
| New | +$24K | 0.01% | 255 |
|