Roberts, Glore & Co’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 | $622K | Buy |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $647K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $206K | Buy |
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