Roffman Miller Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
76,938
+7,892
| +11% | +$2.15M | 1.25% | 34 |
|
|
2025
Q1 | $18.5M | Buy |
69,046
+9,395
| +16% | +$2.52M | 1.17% | 36 |
|
|
2024
Q4 | $19.9M | Buy |
59,651
+21,566
| +57% | +$7.21M | 1.23% | 31 |
|
|
2024
Q3 | $10.4M | Buy |
38,085
+2,617
| +7% | +$716K | 0.64% | 43 |
|
|
2024
Q2 | $9.12M | Buy |
35,468
+960
| +3% | +$247K | 0.6% | 45 |
|
|
2024
Q1 | $10.4M | Sell |
34,508
-1,717
| -5% | -$517K | 0.69% | 43 |
|
|
2023
Q4 | $9.53M | Sell |
36,225
-8,555
| -19% | -$2.25M | 0.68% | 43 |
|
|
2023
Q3 | $9.08M | Sell |
44,780
-8,696
| -16% | -$1.76M | 0.72% | 40 |
|
|
2023
Q2 | $11.3M | Sell |
53,476
-7,371
| -12% | -$1.56M | 0.85% | 40 |
|
|
2023
Q1 | $12.2M | Sell |
60,847
-5,748
| -9% | -$1.15M | 0.97% | 37 |
|
|
2022
Q4 | $8.83M | Sell |
66,595
-1,683
| -2% | -$223K | 0.73% | 41 |
|
|
2022
Q3 | $9.82M | Buy |
68,278
+2,651
| +4% | +$381K | 0.9% | 39 |
|
|
2022
Q2 | $10.8M | Buy |
65,627
+2,266
| +4% | +$374K | 0.94% | 39 |
|
|
2022
Q1 | $13.5M | Buy |
63,361
+4,648
| +8% | +$987K | 1% | 36 |
|
|
2021
Q4 | $14.9M | Buy |
58,713
+2,237
| +4% | +$569K | 1.01% | 37 |
|
|
2021
Q3 | $15.3M | Buy |
56,476
+5,379
| +11% | +$1.46M | 1.14% | 37 |
|
|
2021
Q2 | $12.5M | Buy |
51,097
+3,145
| +7% | +$768K | 0.95% | 39 |
|
|
2021
Q1 | $10.2M | Buy |
47,952
+9,589
| +25% | +$2.03M | 0.84% | 39 |
|
|
2020
Q4 | $8.54M | Buy |
38,363
+7,531
| +24% | +$1.68M | 0.74% | 40 |
|
|
2020
Q3 | $7.75M | Buy |
30,832
+2,566
| +9% | +$645K | 0.75% | 40 |
|
|
2020
Q2 | $5.3M | Buy |
28,266
+4,004
| +17% | +$750K | 0.53% | 41 |
|
|
2020
Q1 | $3.49M | Buy |
24,262
+8,846
| +57% | +$1.27M | 0.44% | 45 |
|
|
2019
Q4 | $2.51M | Buy |
15,416
+5,952
| +63% | +$968K | 0.25% | 49 |
|
|
2019
Q3 | $1.41M | Buy |
+9,464
| New | +$1.41M | 0.15% | 52 |
|