RPC
Rossmore Private Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
6,514
-295
| -4% | -$80.4K | 0.21% | 88 |
|
|
2025
Q1 | $1.83M | Buy |
6,809
+489
| +8% | +$131K | 0.22% | 82 |
|
|
2024
Q4 | $2.11M | Hold |
6,320
| – | – | 0.26% | 74 |
|
|
2024
Q3 | $1.73M | Hold |
6,320
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $1.62M | Buy |
6,320
+37
| +0.6% | +$9.51K | 0.21% | 89 |
|
|
2024
Q1 | $1.89M | Buy |
6,283
+26
| +0.4% | +$7.83K | 0.25% | 81 |
|
|
2023
Q4 | $1.65M | Hold |
6,257
| – | – | 0.23% | 86 |
|
|
2023
Q3 | $1.27M | Sell |
6,257
-12
| -0.2% | -$2.43K | 0.19% | 96 |
|
|
2023
Q2 | $1.32M | Sell |
6,269
-6
| -0.1% | -$1.27K | 0.2% | 97 |
|
|
2023
Q1 | $1.25M | Sell |
6,275
-113
| -2% | -$22.6K | 0.2% | 95 |
|
|
2022
Q4 | $834K | Buy |
6,388
+25
| +0.4% | +$3.26K | 0.13% | 122 |
|
|
2022
Q3 | $915K | Buy |
6,363
+40
| +0.6% | +$5.75K | 0.16% | 105 |
|
|
2022
Q2 | $1.04M | Sell |
6,323
-59
| -0.9% | -$9.74K | 0.18% | 102 |
|
|
2022
Q1 | $1.36M | Buy |
6,382
+770
| +14% | +$163K | 0.21% | 92 |
|
|
2021
Q4 | $1.43M | Buy |
5,612
+59
| +1% | +$15K | 0.22% | 91 |
|
|
2021
Q3 | $1.51M | Buy |
5,553
+90
| +2% | +$24.4K | 0.26% | 81 |
|
|
2021
Q2 | $1.33M | Buy |
5,463
+300
| +6% | +$73.3K | 0.23% | 91 |
|
|
2021
Q1 | $1.09M | Sell |
5,163
-170
| -3% | -$36K | 0.21% | 98 |
|
|
2020
Q4 | $1.19M | Sell |
5,333
-138
| -3% | -$30.7K | 0.24% | 93 |
|
|
2020
Q3 | $1.38M | Buy |
5,471
+1,917
| +54% | +$482K | 0.32% | 78 |
|
|
2020
Q2 | $666K | Buy |
3,554
+1,513
| +74% | +$284K | 0.18% | 103 |
|
|
2020
Q1 | $294K | Sell |
2,041
-106
| -5% | -$15.3K | 0.1% | 126 |
|
|
2019
Q4 | $334K | Hold |
2,147
| – | – | 0.1% | 107 |
|
|
2019
Q3 | $319K | Hold |
2,147
| – | – | 0.11% | 107 |
|
|
2019
Q2 | $326K | Hold |
2,147
| – | – | 0.12% | 104 |
|
|
2019
Q1 | $340K | Buy |
2,147
+123
| +6% | +$19.5K | 0.13% | 99 |
|
|
2018
Q4 | $277K | Hold |
2,024
| – | – | 0.12% | 109 |
|
|
2018
Q3 | $322K | Buy |
2,024
+42
| +2% | +$6.68K | 0.13% | 105 |
|
|
2018
Q2 | $270K | Buy |
1,982
+147
| +8% | +$20K | 0.17% | 95 |
|
|
2018
Q1 | $213K | Buy |
1,835
+190
| +12% | +$22.1K | 0.22% | 92 |
|
|
2017
Q4 | $168K | Buy |
+1,645
| New | +$168K | 0.17% | 98 |
|