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