Rational Advisors’s Salesforce CRM Stock Holding History

Rational Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$68.7K	Buy	+252	New	+$68.7K	0.01%	124
2025 Q1	–	Sell	-11,000	Closed	-$3.68M	–	117
2024 Q4	$3.68M	Buy	+11,000	New	+$3.68M	0.36%	45
2024 Q2	–	Sell	-11,799	Closed	-$3.55M	–	202
2024 Q1	$3.55M	Buy	11,799 +11,040	+1,455%	+$3.33M	0.33%	41
2023 Q4	$200K	Sell	759 -1,224	-62%	-$322K	0.02%	98
2023 Q3	$403K	Sell	1,983 -5,274	-73%	-$1.07M	0.04%	87
2023 Q2	$1.53M	Sell	7,257 -6,938	-49%	-$1.47M	0.13%	73
2023 Q1	$2.84M	Buy	14,195 +14,083	+12,574%	+$2.81M	0.23%	46
2022 Q4	$14.9K	Hold	112	–	–	﹤0.01%	177
2022 Q3	$16K	Buy	112 +1	+0.9%	+$143	﹤0.01%	175
2022 Q2	$18K	Buy	111 +3	+3%	+$486	﹤0.01%	173
2022 Q1	$23K	Buy	+108	New	+$23K	﹤0.01%	175
2021 Q1	–	Sell	-10,500	Closed	-$2.34M	–	187
2020 Q4	$2.34M	Buy	10,500 +10,455	+23,233%	+$2.33M	0.63%	33
2020 Q3	$11K	Sell	45 -976	-96%	-$239K	﹤0.01%	273
2020 Q2	$191K	Sell	1,021 -2,320	-69%	-$434K	0.1%	143
2020 Q1	$481K	Buy	3,341 +2,312	+225%	+$333K	0.35%	89
2019 Q4	$167K	Buy	1,029 +770	+297%	+$125K	0.08%	212
2019 Q3	$38K	Sell	259 -78	-23%	-$11.4K	0.01%	394
2019 Q2	$51K	Sell	337 -13,233	-98%	-$2M	0.02%	343
2019 Q1	$2.15M	Buy	13,570 +13,558	+112,983%	+$2.15M	0.58%	60
2018 Q4	$2K	Sell	12 -3	-20%	-$500	﹤0.01%	475
2018 Q3	$2K	Sell	15 -274	-95%	-$36.5K	﹤0.01%	463
2018 Q2	$39K	Sell	289 -50	-15%	-$6.75K	0.02%	280
2018 Q1	$39K	Buy	+339	New	+$39K	0.02%	289
2017 Q3	–	Sell	-5,640	Closed	-$488K	–	339
2017 Q2	$488K	Buy	+5,640	New	+$488K	0.3%	105
2015 Q3	$45K	Hold	648	–	–	0.02%	262
2015 Q2	$45K	Hold	648	–	–	0.01%	258
2015 Q1	$43K	Sell	648 -430	-40%	-$28.5K	0.01%	256
2014 Q4	$64K	Buy	+1,078	New	+$64K	0.01%	285
2013 Q4	$20K	Sell	360 -24	-6%	-$1.33K	﹤0.01%	736
2013 Q3	$20K	Hold	384	–	–	﹤0.01%	755
2013 Q2	$15K	Buy	+384	New	+$15K	﹤0.01%	779