RAM
Roanoke Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.79M | Hold |
21,565
| – | – | 1.98% | 19 |
|
|
2024
Q4 | $7.21M | Sell |
21,565
-600
| -3% | -$201K | 2.32% | 15 |
|
|
2024
Q3 | $6.07M | Buy |
22,165
+580
| +3% | +$159K | 1.91% | 15 |
|
|
2024
Q2 | $5.55M | Sell |
21,585
-5
| -0% | -$1.29K | 1.83% | 16 |
|
|
2024
Q1 | $6.5M | Sell |
21,590
-30
| -0.1% | -$9.04K | 2.13% | 12 |
|
|
2023
Q4 | $5.69M | Sell |
21,620
-140
| -0.6% | -$36.8K | 2.11% | 13 |
|
|
2023
Q3 | $4.41M | Sell |
21,760
-55
| -0.3% | -$11.2K | 1.81% | 17 |
|
|
2023
Q2 | $4.61M | Hold |
21,815
| – | – | 1.82% | 16 |
|
|
2023
Q1 | $4.36M | Sell |
21,815
-5
| -0% | -$999 | 1.86% | 16 |
|
|
2022
Q4 | $2.89M | Sell |
21,820
-1,665
| -7% | -$221K | 1.32% | 32 |
|
|
2022
Q3 | $3.38M | Buy |
23,485
+11,351
| +94% | +$1.63M | 1.61% | 26 |
|
|
2022
Q2 | $2M | Buy |
12,134
+400
| +3% | +$66K | 0.9% | 41 |
|
|
2022
Q1 | $2.49M | Buy |
11,734
+8,415
| +254% | +$1.79M | 0.93% | 40 |
|
|
2021
Q4 | $843K | Buy |
3,319
+300
| +10% | +$76.2K | 0.28% | 62 |
|
|
2021
Q3 | $819K | Buy |
+3,019
| New | +$819K | 0.29% | 64 |
|