RBA Wealth Management’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 | $4.61M | Buy |
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|
2025
Q1 | $4.49M | Buy |
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|
2024
Q4 | $5.5M | Buy |
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|
2024
Q3 | $4.43M | Buy |
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|
2024
Q2 | $4.01M | Buy |
|
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|
2024
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $244K | Buy |
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