Rossby Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
1,567
+957
+157% +$261K 0.16% 133
2025
Q1
$163K Sell
610
-273
-31% -$73.1K 0.07% 263
2024
Q4
$295K Buy
+883
New +$295K 0.18% 135