RGC
Roberts, Glore & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
2,022
-30
| -1% | -$8.18K | 0.16% | 122 |
|
|
2025
Q1 | $551K | Buy |
2,052
+58
| +3% | +$15.6K | 0.17% | 121 |
|
|
2024
Q4 | $667K | Sell |
1,994
-30
| -1% | -$10K | 0.2% | 108 |
|
|
2024
Q3 | $554K | Sell |
2,024
-75
| -4% | -$20.5K | 0.16% | 118 |
|
|
2024
Q2 | $540K | Sell |
2,099
-48
| -2% | -$12.3K | 0.16% | 118 |
|
|
2024
Q1 | $647K | Sell |
2,147
-107
| -5% | -$32.2K | 0.19% | 109 |
|
|
2023
Q4 | $593K | Sell |
2,254
-5
| -0.2% | -$1.32K | 0.18% | 107 |
|
|
2023
Q3 | $458K | Sell |
2,259
-78
| -3% | -$15.8K | 0.15% | 118 |
|
|
2023
Q2 | $494K | Sell |
2,337
-35
| -1% | -$7.39K | 0.16% | 115 |
|
|
2023
Q1 | $474K | Sell |
2,372
-386
| -14% | -$77.1K | 0.16% | 119 |
|
|
2022
Q4 | $366K | Sell |
2,758
-319
| -10% | -$42.3K | 0.13% | 131 |
|
|
2022
Q3 | $443K | Buy |
3,077
+252
| +9% | +$36.3K | 0.16% | 120 |
|
|
2022
Q2 | $466K | Buy |
2,825
+268
| +10% | +$44.2K | 0.16% | 122 |
|
|
2022
Q1 | $543K | Buy |
2,557
+824
| +48% | +$175K | 0.16% | 124 |
|
|
2021
Q4 | $440K | Sell |
1,733
-183
| -10% | -$46.5K | 0.12% | 139 |
|
|
2021
Q3 | $520K | Buy |
1,916
+650
| +51% | +$176K | 0.16% | 120 |
|
|
2021
Q2 | $309K | Sell |
1,266
-4
| -0.3% | -$976 | 0.09% | 153 |
|
|
2021
Q1 | $269K | Buy |
1,270
+204
| +19% | +$43.2K | 0.08% | 158 |
|
|
2020
Q4 | $237K | Buy |
1,066
+10
| +0.9% | +$2.22K | 0.08% | 165 |
|
|
2020
Q3 | $265K | Sell |
1,056
-45
| -4% | -$11.3K | 0.09% | 147 |
|
|
2020
Q2 | $206K | Buy |
+1,101
| New | +$206K | 0.08% | 159 |
|