RiverGlades Family Offices’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$416K	Hold	1,525	–	–	0.27%	57
2025 Q1	$409K	Hold	1,525	–	–	0.29%	54
2024 Q4	$510K	Hold	1,525	–	–	0.36%	45
2024 Q3	$417K	Hold	1,525	–	–	0.3%	53
2024 Q2	$392K	Hold	1,525	–	–	0.3%	52
2024 Q1	$420K	Hold	1,525	–	–	0.33%	49
2023 Q4	$438K	Hold	1,525	–	–	0.35%	45
2023 Q3	$309K	Hold	1,525	–	–	0.27%	54
2023 Q2	$322K	Hold	1,525	–	–	0.29%	52
2023 Q1	$305K	Sell	1,525 -1,600	-51%	-$320K	0.28%	54
2022 Q4	$414K	Buy	+3,125	New	+$414K	0.38%	46
2022 Q2	$516K	Hold	3,125	–	–	0.48%	38
2022 Q1	$664K	Hold	3,125	–	–	0.5%	39
2021 Q4	$794K	Hold	3,125	–	–	0.58%	34
2021 Q3	$848K	Hold	3,125	–	–	0.66%	32
2021 Q2	$763K	Hold	3,125	–	–	0.59%	34
2021 Q1	$662K	Sell	3,125 -205	-6%	-$43.4K	0.54%	34
2020 Q4	$741K	Buy	3,330 +45	+1%	+$10K	0.63%	34
2020 Q3	$826K	Buy	3,285 +25	+0.8%	+$6.29K	0.79%	33
2020 Q2	$611K	Sell	3,260 -25	-0.8%	-$4.69K	0.63%	34
2020 Q1	$473K	Buy	3,285 +40	+1%	+$5.76K	0.5%	37
2019 Q4	$528K	Hold	3,245	–	–	0.46%	39
2019 Q3	$482K	Hold	3,245	–	–	0.43%	40
2019 Q2	$492K	Buy	3,245 +20	+0.6%	+$3.03K	0.44%	40
2019 Q1	$511K	Buy	+3,225	New	+$511K	0.46%	39
2018 Q4	–	Sell	-4,075	Closed	-$648K	–	50
2018 Q3	$648K	Hold	4,075	–	–	0.55%	37
2018 Q2	$556K	Hold	4,075	–	–	0.48%	36
2018 Q1	$474K	Sell	4,075 -1,000	-20%	-$116K	0.38%	45
2017 Q4	$519K	Buy	+5,075	New	+$519K	0.43%	38