Rockbridge Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Hold |
|
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|
2023
Q4 | $182K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $181K | Sell |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $129K | Buy |
|