Roman Butler Fullerton & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
3,508
+601
| +21% | +$162K | 0.28% | 95 |
|
|
2025
Q1 | $741K | Sell |
2,907
-2,575
| -47% | -$656K | 0.29% | 86 |
|
|
2024
Q4 | $1.9M | Buy |
5,482
+2,409
| +78% | +$836K | 0.6% | 38 |
|
|
2024
Q3 | $886K | Sell |
3,073
-16
| -0.5% | -$4.61K | 0.27% | 93 |
|
|
2024
Q2 | $780K | Sell |
3,089
-4,797
| -61% | -$1.21M | 0.25% | 92 |
|
|
2024
Q1 | $2.16M | Buy |
7,886
+5
| +0.1% | +$1.37K | 0.81% | 27 |
|
|
2023
Q4 | $2.21M | Buy |
7,881
+105
| +1% | +$29.4K | 0.86% | 27 |
|
|
2023
Q3 | $1.59M | Sell |
7,776
-530
| -6% | -$108K | 0.75% | 35 |
|
|
2023
Q2 | $1.95M | Buy |
8,306
+4,085
| +97% | +$957K | 0.89% | 26 |
|
|
2023
Q1 | $805K | Buy |
4,221
+2,674
| +173% | +$510K | 0.4% | 79 |
|
|
2022
Q4 | $230K | Buy |
1,547
+64
| +4% | +$9.5K | 0.12% | 180 |
|
|
2022
Q3 | $211K | Sell |
1,483
-4,534
| -75% | -$645K | 0.13% | 165 |
|
|
2022
Q2 | $1.01M | Buy |
6,017
+4,534
| +306% | +$759K | 0.56% | 55 |
|
|
2022
Q1 | $315K | Sell |
1,483
-5,642
| -79% | -$1.2M | 0.15% | 155 |
|
|
2021
Q4 | $1.81M | Sell |
7,125
-92
| -1% | -$23.4K | 0.8% | 37 |
|
|
2021
Q3 | $2.11M | Buy |
7,217
+2,728
| +61% | +$796K | 0.98% | 27 |
|
|
2021
Q2 | $1.1M | Buy |
4,489
+250
| +6% | +$61.1K | 0.53% | 60 |
|
|
2021
Q1 | $988K | Sell |
4,239
-1,786
| -30% | -$416K | 0.49% | 65 |
|
|
2020
Q4 | $1.34M | Buy |
6,025
+96
| +2% | +$21.4K | 0.79% | 32 |
|
|
2020
Q3 | $1.49M | Hold |
5,929
| – | – | 0.97% | 27 |
|
|
2020
Q2 | $1.11M | Sell |
5,929
-65
| -1% | -$12.2K | 0.79% | 39 |
|
|
2020
Q1 | $863K | Buy |
5,994
+170
| +3% | +$24.5K | 0.76% | 46 |
|
|
2019
Q4 | $947K | Buy |
5,824
+148
| +3% | +$24.1K | 0.62% | 53 |
|
|
2019
Q3 | $843K | Sell |
5,676
-251
| -4% | -$37.3K | 0.58% | 60 |
|
|
2019
Q2 | $899K | Buy |
5,927
+456
| +8% | +$69.2K | 0.6% | 49 |
|
|
2019
Q1 | $866K | Hold |
5,471
| – | – | 0.61% | 51 |
|
|
2018
Q4 | $804K | Buy |
+5,471
| New | +$804K | 0.68% | 51 |
|