RWA
Roberts Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
16,475
+369
| +2% | +$101K | 1.29% | 25 |
|
|
2025
Q1 | $4.32M | Buy |
16,106
+5,027
| +45% | +$1.35M | 1.33% | 26 |
|
|
2024
Q4 | $3.56M | Buy |
11,079
+75
| +0.7% | +$24.1K | 1.08% | 30 |
|
|
2024
Q3 | $3.21M | Buy |
11,004
+312
| +3% | +$91K | 1.04% | 37 |
|
|
2024
Q2 | $2.7M | Buy |
10,692
+242
| +2% | +$61.1K | 0.92% | 37 |
|
|
2024
Q1 | $2.85M | Sell |
10,450
-26
| -0.2% | -$7.1K | 1.07% | 37 |
|
|
2023
Q4 | $8.53M | Sell |
10,476
-46
| -0.4% | -$37.5K | 1.33% | 29 |
|
|
2023
Q3 | $2.19M | Buy |
10,522
+91
| +0.9% | +$19K | 0.96% | 36 |
|
|
2023
Q2 | $2.2M | Sell |
10,431
-329
| -3% | -$69.5K | 0.97% | 38 |
|
|
2023
Q1 | $2.12M | Sell |
10,760
-5,404
| -33% | -$1.07M | 0.97% | 39 |
|
|
2022
Q4 | $2.18M | Sell |
16,164
-877
| -5% | -$118K | 1.05% | 39 |
|
|
2022
Q3 | $2.65M | Buy |
17,041
+755
| +5% | +$117K | 1.3% | 28 |
|
|
2022
Q2 | $2.86M | Buy |
16,286
+725
| +5% | +$127K | 1.25% | 29 |
|
|
2022
Q1 | $3.3M | Buy |
15,561
+891
| +6% | +$189K | 1.29% | 24 |
|
|
2021
Q4 | $3.75M | Buy |
14,670
+1,367
| +10% | +$349K | 1.35% | 25 |
|
|
2021
Q3 | $3.61M | Buy |
+13,303
| New | +$3.61M | 1.43% | 23 |
|