Roman Butler Fullerton & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $944K | Buy |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $805K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $988K | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1.49M | Hold |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $863K | Buy |
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|
2019
Q4 | $947K | Buy |
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|
2019
Q3 | $843K | Sell |
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|
2019
Q2 | $899K | Buy |
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|
2019
Q1 | $866K | Hold |
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|
2018
Q4 | $804K | Buy |
|