Roosevelt Investment Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$16M Buy
2021
Q3
$16.8M Buy
2021
Q2
$10.4M Buy
2021
Q1
$8.16M Buy
2020
Q3
Sell
2020
Q2
$656K Buy