Roberts Capital Advisors’s Salesforce CRM Stock Holding History

Roberts Capital Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$890K	Hold
2025 Q1	$875K	Hold
2024 Q4	$1.09M	Hold
2024 Q3	$893K	Hold
2024 Q2	$982K	Hold
2024 Q1	$982K	Buy
2022 Q3	$503K	Hold
2022 Q2	$577K	Hold
2022 Q1	$742K	Hold
2021 Q4	$889K	Buy