RiverGlades Family Offices’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 | $416K | Hold |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $510K | Hold |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q2 | $516K | Hold |
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|
2022
Q1 | $664K | Hold |
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|
2021
Q4 | $794K | Hold |
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|
2021
Q3 | $848K | Hold |
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|
2021
Q2 | $763K | Hold |
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|
2021
Q1 | $662K | Sell |
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|
2020
Q4 | $741K | Buy |
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|
2020
Q3 | $826K | Buy |
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|
2020
Q2 | $611K | Sell |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $528K | Hold |
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|
2019
Q3 | $482K | Hold |
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|
2019
Q2 | $492K | Buy |
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|
2019
Q1 | $511K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $648K | Hold |
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|
2018
Q2 | $556K | Hold |
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|
2018
Q1 | $474K | Sell |
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|
2017
Q4 | $519K | Buy |
|