Romano Brothers & 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 | $981K | Sell |
3,597
-376
| -9% | -$103K | 0.12% | 160 |
|
|
2025
Q1 | $1.07M | Buy |
3,973
+95
| +2% | +$25.5K | 0.14% | 152 |
|
|
2024
Q4 | $1.3M | Sell |
3,878
-13
| -0.3% | -$4.35K | 0.16% | 138 |
|
|
2024
Q3 | $1.07M | Sell |
3,891
-49
| -1% | -$13.4K | 0.13% | 155 |
|
|
2024
Q2 | $1.01M | Sell |
3,940
-99
| -2% | -$25.5K | 0.14% | 151 |
|
|
2024
Q1 | $1.22M | Sell |
4,039
-90
| -2% | -$27.1K | 0.17% | 142 |
|
|
2023
Q4 | $1.09M | Sell |
4,129
-654
| -14% | -$172K | 0.16% | 139 |
|
|
2023
Q3 | $970K | Buy |
4,783
+605
| +14% | +$123K | 0.15% | 150 |
|
|
2023
Q2 | $883K | Buy |
4,178
+100
| +2% | +$21.1K | 0.13% | 155 |
|
|
2023
Q1 | $815K | Sell |
4,078
-170
| -4% | -$34K | 0.13% | 159 |
|
|
2022
Q4 | $563K | Buy |
4,248
+287
| +7% | +$38.1K | 0.09% | 192 |
|
|
2022
Q3 | $570K | Buy |
+3,961
| New | +$570K | 0.09% | 184 |
|