RCA
Roberts Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Hold |
3,262
| – | – | 0.66% | 45 |
|
|
2025
Q1 | $875K | Hold |
3,262
| – | – | 0.77% | 36 |
|
|
2024
Q4 | $1.09M | Hold |
3,262
| – | – | 0.91% | 23 |
|
|
2024
Q3 | $893K | Hold |
3,262
| – | – | 0.76% | 35 |
|
|
2024
Q2 | $982K | Hold |
3,262
| – | – | 0.94% | 27 |
|
|
2024
Q1 | $982K | Buy |
+3,262
| New | +$982K | 0.94% | 27 |
|
|
2022
Q3 | $503K | Hold |
3,497
| – | – | 0.73% | 41 |
|
|
2022
Q2 | $577K | Hold |
3,497
| – | – | 0.79% | 38 |
|
|
2022
Q1 | $742K | Hold |
3,497
| – | – | 0.77% | 43 |
|
|
2021
Q4 | $889K | Buy |
+3,497
| New | +$889K | 0.83% | 38 |
|