RSS
Rosenblum Silverman Sutton’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
43,157
-140
| -0.3% | -$38.2K | 2.85% | 10 |
|
|
2025
Q1 | $11.6M | Sell |
43,297
-40
| -0.1% | -$10.7K | 3.2% | 9 |
|
|
2024
Q4 | $14.5M | Sell |
43,337
-596
| -1% | -$199K | 3.64% | 9 |
|
|
2024
Q3 | $12M | Sell |
43,933
-40
| -0.1% | -$10.9K | 3.08% | 13 |
|
|
2024
Q2 | $11.3M | Sell |
43,973
-100
| -0.2% | -$25.7K | 3.03% | 12 |
|
|
2024
Q1 | $13.3M | Sell |
44,073
-591
| -1% | -$178K | 3.76% | 8 |
|
|
2023
Q4 | $11.8M | Sell |
44,664
-1,291
| -3% | -$340K | 3.74% | 8 |
|
|
2023
Q3 | $9.32M | Buy |
45,955
+33
| +0.1% | +$6.69K | 3.17% | 10 |
|
|
2023
Q2 | $9.7M | Sell |
45,922
-397
| -0.9% | -$83.9K | 3.2% | 11 |
|
|
2023
Q1 | $9.25M | Sell |
46,319
-8,335
| -15% | -$1.67M | 3.37% | 10 |
|
|
2022
Q4 | $7.25M | Sell |
54,654
-921
| -2% | -$122K | 2.64% | 14 |
|
|
2022
Q3 | $7.99M | Sell |
55,575
-1,907
| -3% | -$274K | 2.89% | 11 |
|
|
2022
Q2 | $9.49M | Buy |
57,482
+758
| +1% | +$125K | 3.08% | 10 |
|
|
2022
Q1 | $12M | Sell |
56,724
-301
| -0.5% | -$63.9K | 3.08% | 8 |
|
|
2021
Q4 | $14.5M | Sell |
57,025
-2,052
| -3% | -$521K | 3.26% | 10 |
|
|
2021
Q3 | $16M | Sell |
59,077
-594
| -1% | -$161K | 3.67% | 9 |
|
|
2021
Q2 | $14.6M | Buy |
59,671
+2,598
| +5% | +$635K | 3.28% | 11 |
|
|
2021
Q1 | $12.1M | Buy |
57,073
+202
| +0.4% | +$42.8K | 3.1% | 13 |
|
|
2020
Q4 | $12.7M | Buy |
56,871
+403
| +0.7% | +$89.7K | 3.3% | 12 |
|
|
2020
Q3 | $14.2M | Buy |
56,468
+2,075
| +4% | +$522K | 3.98% | 8 |
|
|
2020
Q2 | $10.2M | Buy |
54,393
+247
| +0.5% | +$46.3K | 3.27% | 12 |
|
|
2020
Q1 | $7.8M | Sell |
54,146
-992
| -2% | -$143K | 3.11% | 11 |
|
|
2019
Q4 | $8.97M | Sell |
55,138
-576
| -1% | -$93.7K | 3.27% | 10 |
|
|
2019
Q3 | $8.27M | Buy |
55,714
+969
| +2% | +$144K | 3.19% | 8 |
|
|
2019
Q2 | $8.31M | Sell |
54,745
-311
| -0.6% | -$47.2K | 3.15% | 9 |
|
|
2019
Q1 | $8.72M | Buy |
55,056
+12,481
| +29% | +$1.98M | 3.46% | 8 |
|
|
2018
Q4 | $728K | Sell |
42,575
-17,307
| -29% | -$296K | 0.33% | 50 |
|
|
2018
Q3 | $9.52M | Sell |
59,882
-2,540
| -4% | -$404K | 3.15% | 10 |
|
|
2018
Q2 | $8.51M | Sell |
62,422
-2,475
| -4% | -$338K | 2.95% | 10 |
|
|
2018
Q1 | $7.55M | Sell |
64,897
-1,255
| -2% | -$146K | 2.69% | 13 |
|
|
2017
Q4 | $6.76M | Buy |
66,152
+3,240
| +5% | +$331K | 2.43% | 14 |
|
|
2017
Q3 | $5.88M | Buy |
62,912
+2,300
| +4% | +$215K | 2.23% | 16 |
|
|
2017
Q2 | $5.25M | Buy |
60,612
+8,181
| +16% | +$708K | 2.1% | 17 |
|
|
2017
Q1 | $4.33M | Sell |
52,431
-152
| -0.3% | -$12.5K | 1.83% | 23 |
|
|
2016
Q4 | $3.6M | Buy |
52,583
+640
| +1% | +$43.8K | 1.7% | 26 |
|
|
2016
Q3 | $3.71M | Sell |
51,943
-2,550
| -5% | -$182K | 1.7% | 25 |
|
|
2016
Q2 | $4.33M | Buy |
+54,493
| New | +$4.33M | 2.08% | 21 |
|
|
2015
Q4 | $2.8M | Sell |
35,661
-4,560
| -11% | -$358K | 1.28% | 30 |
|
|
2015
Q3 | $2.79M | Sell |
40,221
-7,750
| -16% | -$538K | 1.33% | 30 |
|
|
2015
Q2 | $3.34M | Buy |
+47,971
| New | +$3.34M | 1.34% | 33 |
|
|
2014
Q4 | $4.07M | Sell |
68,676
-385
| -0.6% | -$22.8K | 1.75% | 22 |
|
|
2014
Q3 | $3.97M | Sell |
69,061
-2,150
| -3% | -$124K | 1.79% | 23 |
|
|
2014
Q2 | $4.14M | Sell |
71,211
-680
| -0.9% | -$39.5K | 1.93% | 20 |
|
|
2014
Q1 | $4.1M | Sell |
71,891
-400
| -0.6% | -$22.8K | 1.95% | 19 |
|
|
2013
Q4 | $3.99M | Sell |
72,291
-3,200
| -4% | -$177K | 1.89% | 19 |
|
|
2013
Q3 | $3.92M | Buy |
+75,491
| New | +$3.92M | 2.1% | 20 |
|