RCG
Regatta Capital Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
6,741
+95
| +1% | +$25.9K | 0.32% | 58 |
|
|
2025
Q1 | $1.78M | Buy |
6,646
+129
| +2% | +$34.6K | 0.35% | 56 |
|
|
2024
Q4 | $2.18M | Buy |
6,517
+64
| +1% | +$21.4K | 0.42% | 39 |
|
|
2024
Q3 | $1.77M | Buy |
6,453
+204
| +3% | +$55.8K | 0.34% | 55 |
|
|
2024
Q2 | $1.61M | Buy |
6,249
+357
| +6% | +$91.8K | 0.35% | 55 |
|
|
2024
Q1 | $1.77M | Buy |
5,892
+133
| +2% | +$40.1K | 0.4% | 51 |
|
|
2023
Q4 | $1.52M | Buy |
5,759
+132
| +2% | +$34.7K | 0.4% | 53 |
|
|
2023
Q3 | $1.14M | Sell |
5,627
-70
| -1% | -$14.2K | 0.36% | 57 |
|
|
2023
Q2 | $1.2M | Sell |
5,697
-324
| -5% | -$68.5K | 0.38% | 55 |
|
|
2023
Q1 | $798K | Hold |
6,021
| – | – | 0.28% | 79 |
|
|
2022
Q4 | $798K | Sell |
6,021
-2,186
| -27% | -$290K | 0.28% | 79 |
|
|
2022
Q3 | $1.36M | Buy |
8,207
+623
| +8% | +$103K | 0.55% | 49 |
|
|
2022
Q2 | $1.25M | Buy |
7,584
+33
| +0.4% | +$5.45K | 0.6% | 47 |
|
|
2022
Q1 | $1.6M | Buy |
7,551
+22
| +0.3% | +$4.67K | 0.55% | 44 |
|
|
2021
Q4 | $1.91M | Buy |
+7,529
| New | +$1.91M | 0.67% | 37 |
|