RHS Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-748
| Closed | -$205K | – | 137 |
|
|
2024
Q3 | $205K | Buy |
+748
| New | +$205K | 0.1% | 131 |
|
|
2024
Q2 | – | Sell |
-808
| Closed | -$243K | – | 81 |
|
|
2024
Q1 | $243K | Buy |
+808
| New | +$243K | 0.14% | 98 |
|
|
2021
Q4 | – | Sell |
-763
| Closed | -$207K | – | 86 |
|
|
2021
Q3 | $207K | Sell |
763
-176
| -19% | -$47.7K | 0.15% | 84 |
|
|
2021
Q2 | $229K | Sell |
939
-199
| -17% | -$48.5K | 0.17% | 78 |
|
|
2021
Q1 | $241K | Sell |
1,138
-314
| -22% | -$66.5K | 0.2% | 64 |
|
|
2020
Q4 | $323K | Sell |
1,452
-525
| -27% | -$117K | 0.28% | 59 |
|
|
2020
Q3 | $497K | Buy |
+1,977
| New | +$497K | 0.5% | 49 |
|