Roble Belko & Company’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18	Closed	-$5K	–	426
2025 Q1	$5K	Buy	+18	New	+$5K	﹤0.01%	284
2024 Q2	–	Hold	0	–	–	–	340
2024 Q1	–	Sell	-26	Closed	-$7K	–	327
2023 Q4	$7K	Hold	26	–	–	﹤0.01%	247
2023 Q3	$5K	Hold	26	–	–	﹤0.01%	238
2023 Q2	$5K	Hold	26	–	–	﹤0.01%	236
2023 Q1	$5K	Hold	26	–	–	﹤0.01%	244
2022 Q4	$3K	Hold	26	–	–	﹤0.01%	283
2022 Q3	$4K	Hold	26	–	–	﹤0.01%	271
2022 Q2	$4K	Hold	26	–	–	﹤0.01%	269
2022 Q1	$6K	Sell	26 -8	-24%	-$1.85K	﹤0.01%	308
2021 Q4	$9K	Hold	34	–	–	﹤0.01%	263
2021 Q3	$9K	Hold	34	–	–	﹤0.01%	243
2021 Q2	$8K	Hold	34	–	–	﹤0.01%	266
2021 Q1	$7K	Buy	34 +8	+31%	+$1.65K	﹤0.01%	260
2020 Q4	$6K	Hold	26	–	–	﹤0.01%	253
2020 Q3	$7K	Hold	26	–	–	﹤0.01%	251
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	279
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	290
2019 Q4	$4K	Hold	26	–	–	﹤0.01%	298
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	296
2019 Q2	$4K	Hold	26	–	–	﹤0.01%	297
2019 Q1	$4K	Hold	26	–	–	﹤0.01%	268
2018 Q4	$4K	Hold	26	–	–	﹤0.01%	259
2018 Q3	$4K	Hold	26	–	–	﹤0.01%	274
2018 Q2	$4K	Hold	26	–	–	﹤0.01%	280
2018 Q1	$3K	Hold	26	–	–	﹤0.01%	290
2017 Q4	$3K	Hold	26	–	–	﹤0.01%	279
2017 Q3	$2K	Hold	26	–	–	﹤0.01%	257
2017 Q2	$2K	Hold	26	–	–	﹤0.01%	260
2017 Q1	$2K	Hold	26	–	–	﹤0.01%	302
2016 Q4	$2K	Buy	+26	New	+$2K	﹤0.01%	319