RFP
Root Financial Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
3,286
+697
| +27% | +$190K | 0.09% | 81 |
|
|
2025
Q1 | $695K | Buy |
2,589
+254
| +11% | +$68.2K | 0.07% | 89 |
|
|
2024
Q4 | $781K | Buy |
2,335
+401
| +21% | +$134K | 0.1% | 80 |
|
|
2024
Q3 | $529K | Buy |
1,934
+150
| +8% | +$41.1K | 0.08% | 85 |
|
|
2024
Q2 | $459K | Buy |
+1,784
| New | +$459K | 0.11% | 71 |
|