Robertson Stephens Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
7,169
-24
| -0.3% | -$6.55K | 0.06% | 189 |
|
|
2025
Q1 | $1.93M | Sell |
7,193
-205
| -3% | -$55K | 0.07% | 190 |
|
|
2024
Q4 | $2.48M | Buy |
7,398
+211
| +3% | +$70.6K | 0.09% | 177 |
|
|
2024
Q3 | $1.97M | Buy |
7,187
+170
| +2% | +$46.6K | 0.07% | 196 |
|
|
2024
Q2 | $1.8M | Buy |
7,017
+164
| +2% | +$42.2K | 0.09% | 158 |
|
|
2024
Q1 | $2.07M | Sell |
6,853
-60
| -0.9% | -$18.1K | 0.11% | 150 |
|
|
2023
Q4 | $1.82M | Sell |
6,913
-44
| -0.6% | -$11.6K | 0.11% | 151 |
|
|
2023
Q3 | $1.41M | Buy |
6,957
+66
| +1% | +$13.4K | 0.1% | 164 |
|
|
2023
Q2 | $1.46M | Sell |
6,891
-1,558
| -18% | -$329K | 0.1% | 162 |
|
|
2023
Q1 | $1.69M | Buy |
8,449
+1,967
| +30% | +$393K | 0.13% | 144 |
|
|
2022
Q4 | $859K | Sell |
6,482
-1,416
| -18% | -$188K | 0.08% | 192 |
|
|
2022
Q3 | $1.14M | Sell |
7,898
-56
| -0.7% | -$8.06K | 0.12% | 139 |
|
|
2022
Q2 | $1.31M | Buy |
7,954
+604
| +8% | +$99.6K | 0.12% | 136 |
|
|
2022
Q1 | $1.56M | Buy |
7,350
+2,560
| +53% | +$543K | 0.13% | 139 |
|
|
2021
Q4 | $1.22M | Buy |
4,790
+1,445
| +43% | +$367K | 0.1% | 162 |
|
|
2021
Q3 | $907K | Sell |
3,345
-213
| -6% | -$57.8K | 0.1% | 131 |
|
|
2021
Q2 | $869K | Buy |
3,558
+239
| +7% | +$58.4K | 0.1% | 143 |
|
|
2021
Q1 | $703K | Buy |
3,319
+1,834
| +124% | +$388K | 0.11% | 143 |
|
|
2020
Q4 | $330K | Sell |
1,485
-1,563
| -51% | -$347K | 0.07% | 175 |
|
|
2020
Q3 | $766K | Buy |
3,048
+1,748
| +134% | +$439K | 0.19% | 100 |
|
|
2020
Q2 | $243K | Sell |
1,300
-441
| -25% | -$82.4K | 0.07% | 163 |
|
|
2020
Q1 | $251K | Buy |
+1,741
| New | +$251K | 0.09% | 152 |
|