Rothschild Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $408K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.29M | Sell |
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|
2020
Q3 | $7.35M | Hold |
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|
2020
Q2 | $5.48M | Buy |
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|
2020
Q1 | $3.08M | Hold |
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | $1.56M | Hold |
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|
2019
Q2 | $1.59M | Hold |
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|
2019
Q1 | $1.66M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $7.39M | Sell |
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|
2016
Q1 | $6.98M | Sell |
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|
2015
Q4 | $10.7M | Buy |
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|
2015
Q3 | $3.11M | Buy |
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