RIM
Rockbridge Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-690
| Closed | -$231K | – | 132 |
|
|
2024
Q4 | $231K | Buy |
+690
| New | +$231K | 0.03% | 122 |
|
|
2024
Q2 | – | Sell |
-692
| Closed | -$208K | – | 120 |
|
|
2024
Q1 | $208K | Hold |
692
| – | – | 0.03% | 112 |
|
|
2023
Q4 | $182K | Buy |
+692
| New | +$182K | 0.03% | 123 |
|
|
2022
Q3 | – | Sell |
-690
| Closed | -$114K | – | 201 |
|
|
2022
Q2 | $114K | Sell |
690
-164
| -19% | -$27.1K | 0.02% | 136 |
|
|
2022
Q1 | $181K | Sell |
854
-595
| -41% | -$126K | 0.03% | 170 |
|
|
2021
Q4 | $368K | Buy |
1,449
+1
| +0.1% | +$254 | 0.05% | 122 |
|
|
2021
Q3 | $393K | Buy |
1,448
+40
| +3% | +$10.9K | 0.07% | 106 |
|
|
2021
Q2 | $344K | Buy |
1,408
+4
| +0.3% | +$977 | 0.06% | 113 |
|
|
2021
Q1 | $297K | Buy |
1,404
+99
| +8% | +$20.9K | 0.06% | 112 |
|
|
2020
Q4 | $290K | Buy |
1,305
+20
| +2% | +$4.44K | 0.06% | 114 |
|
|
2020
Q3 | $323K | Buy |
1,285
+595
| +86% | +$150K | 0.08% | 107 |
|
|
2020
Q2 | $129K | Buy |
+690
| New | +$129K | 0.03% | 153 |
|