RNC Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.24M | Buy |
19,233
+3,584
| +23% | +$977K | 0.25% | 54 |
|
2025
Q1 | $4.2M | Buy |
15,649
+14,976
| +2,225% | +$4.02M | 0.21% | 58 |
|
2024
Q4 | $225K | Buy |
+673
| New | +$225K | 0.01% | 157 |
|
2023
Q2 | – | Sell |
-1,429
| Closed | -$285K | – | 187 |
|
2023
Q1 | $285K | Sell |
1,429
-120
| -8% | -$23.9K | 0.02% | 161 |
|
2022
Q4 | $205K | Sell |
1,549
-484
| -24% | -$64.1K | 0.01% | 175 |
|
2022
Q3 | $292K | Sell |
2,033
-23,449
| -92% | -$3.37M | 0.02% | 142 |
|
2022
Q2 | $4.21M | Sell |
25,482
-213
| -0.8% | -$35.2K | 0.24% | 68 |
|
2022
Q1 | $5.46M | Buy |
25,695
+1,453
| +6% | +$309K | 0.28% | 60 |
|
2021
Q4 | $6.16M | Buy |
24,242
+761
| +3% | +$193K | 0.31% | 58 |
|
2021
Q3 | $6.37M | Buy |
23,481
+1,178
| +5% | +$320K | 0.34% | 51 |
|
2021
Q2 | $5.45M | Buy |
22,303
+2,558
| +13% | +$625K | 0.29% | 59 |
|
2021
Q1 | $4.18M | Buy |
+19,745
| New | +$4.18M | 0.24% | 65 |
|