Rothschild Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
1,220
| – | – | 0.09% | 59 |
|
|
2025
Q1 | $327K | Hold |
1,220
| – | – | 0.09% | 64 |
|
|
2024
Q4 | $408K | Buy |
+1,220
| New | +$408K | 0.1% | 57 |
|
|
2021
Q1 | – | Sell |
-23,776
| Closed | -$5.29M | – | 40 |
|
|
2020
Q4 | $5.29M | Sell |
23,776
-5,470
| -19% | -$1.22M | 1.89% | 21 |
|
|
2020
Q3 | $7.35M | Hold |
29,246
| – | – | 2.91% | 15 |
|
|
2020
Q2 | $5.48M | Buy |
29,246
+7,840
| +37% | +$1.47M | 2.29% | 18 |
|
|
2020
Q1 | $3.08M | Hold |
21,406
| – | – | 1.71% | 21 |
|
|
2019
Q4 | $3.48M | Buy |
21,406
+10,899
| +104% | +$1.77M | 1.59% | 23 |
|
|
2019
Q3 | $1.56M | Hold |
10,507
| – | – | 0.79% | 27 |
|
|
2019
Q2 | $1.59M | Hold |
10,507
| – | – | 0.78% | 28 |
|
|
2019
Q1 | $1.66M | Buy |
+10,507
| New | +$1.66M | 0.93% | 27 |
|
|
2016
Q3 | – | Sell |
-93,050
| Closed | -$7.39M | – | 63 |
|
|
2016
Q2 | $7.39M | Sell |
93,050
-1,485
| -2% | -$118K | 2.85% | 10 |
|
|
2016
Q1 | $6.98M | Sell |
94,535
-41,930
| -31% | -$3.1M | 3.12% | 8 |
|
|
2015
Q4 | $10.7M | Buy |
136,465
+91,635
| +204% | +$7.18M | 5.38% | 3 |
|
|
2015
Q3 | $3.11M | Buy |
+44,830
| New | +$3.11M | 1.61% | 26 |
|