RMR Wealth Builders’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 | $2.59M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.6M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $758K | Sell |
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|
2023
Q1 | $952K | Sell |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $761K | Buy |
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|
2022
Q1 | $873K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $938K | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $759K | Buy |
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|
2019
Q4 | $632K | Buy |
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