Regatta Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Hold |
|
|||||
|
2025
Q2 | $1.84M | Buy |
|
|||||
|
2025
Q1 | $1.78M | Buy |
|
|||||
|
2024
Q4 | $2.18M | Buy |
|
|||||
|
2024
Q3 | $1.77M | Buy |
|
|||||
|
2024
Q2 | $1.61M | Buy |
|
|||||
|
2024
Q1 | $1.77M | Buy |
|
|||||
|
2023
Q4 | $1.52M | Buy |
|
|||||
|
2023
Q3 | $1.14M | Sell |
|
|||||
|
2023
Q2 | $1.2M | Sell |
|
|||||
|
2023
Q1 | $798K | Hold |
|
|||||
|
2022
Q4 | $798K | Sell |
|
|||||
|
2022
Q3 | $1.35M | Buy |
|
|||||
|
2022
Q2 | $1.25M | Buy |
|
|||||
|
2022
Q1 | $1.6M | Buy |
|
|||||
|
2021
Q4 | $1.91M | Buy |
|