RFS
Richardson Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
1,888
+100
| +6% | +$27.2K | 0.34% | 84 |
|
|
2025
Q1 | $480K | Buy |
1,788
+30
| +2% | +$8.05K | 0.37% | 83 |
|
|
2024
Q4 | $590K | Buy |
1,758
+16
| +0.9% | +$5.37K | 0.41% | 62 |
|
|
2024
Q3 | $448K | Buy |
1,742
+16
| +0.9% | +$4.12K | 0.28% | 88 |
|
|
2024
Q2 | $444K | Sell |
1,726
-54
| -3% | -$13.9K | 0.32% | 84 |
|
|
2024
Q1 | $536K | Buy |
1,780
+283
| +19% | +$85.2K | 0.38% | 75 |
|
|
2023
Q4 | $394K | Buy |
+1,497
| New | +$394K | 0.35% | 81 |
|