Robertson Stephens Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
|
|||||
|
2025
Q1 | $1.93M | Sell |
|
|||||
|
2024
Q4 | $2.48M | Buy |
|
|||||
|
2024
Q3 | $1.97M | Buy |
|
|||||
|
2024
Q2 | $1.8M | Buy |
|
|||||
|
2024
Q1 | $2.07M | Sell |
|
|||||
|
2023
Q4 | $1.82M | Sell |
|
|||||
|
2023
Q3 | $1.41M | Buy |
|
|||||
|
2023
Q2 | $1.46M | Sell |
|
|||||
|
2023
Q1 | $1.69M | Buy |
|
|||||
|
2022
Q4 | $859K | Sell |
|
|||||
|
2022
Q3 | $1.14M | Sell |
|
|||||
|
2022
Q2 | $1.31M | Buy |
|
|||||
|
2022
Q1 | $1.56M | Buy |
|
|||||
|
2021
Q4 | $1.22M | Buy |
|
|||||
|
2021
Q3 | $907K | Sell |
|
|||||
|
2021
Q2 | $869K | Buy |
|
|||||
|
2021
Q1 | $703K | Buy |
|
|||||
|
2020
Q4 | $330K | Sell |
|
|||||
|
2020
Q3 | $766K | Buy |
|
|||||
|
2020
Q2 | $243K | Sell |
|
|||||
|
2020
Q1 | $251K | Buy |
|