Roberts Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $773K | Hold |
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|
2025
Q2 | $890K | Hold |
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|
2025
Q1 | $875K | Hold |
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|
2024
Q4 | $1.09M | Hold |
|
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|
2024
Q3 | $893K | Hold |
|
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|
2024
Q2 | $982K | Hold |
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|
2024
Q1 | $982K | Buy |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $577K | Hold |
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|
2022
Q1 | $742K | Hold |
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|
2021
Q4 | $889K | Buy |
|