Rothschild Investment LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,896
+427
| +12% | +$116K | 0.07% | 214 |
|
|
2025
Q1 | $931K | Sell |
3,469
-54
| -2% | -$14.5K | 0.06% | 236 |
|
|
2024
Q4 | $1.18M | Sell |
3,523
-40,835
| -92% | -$13.7M | 0.08% | 212 |
|
|
2024
Q3 | $12.1M | Sell |
44,358
-588
| -1% | -$161K | 0.8% | 28 |
|
|
2024
Q2 | $11.6M | Buy |
44,946
+240
| +0.5% | +$61.7K | 0.8% | 32 |
|
|
2024
Q1 | $13.5M | Sell |
44,706
-2,132
| -5% | -$642K | 0.97% | 23 |
|
|
2023
Q4 | $12.3M | Sell |
46,838
-642
| -1% | -$169K | 1.03% | 22 |
|
|
2023
Q3 | $9.63M | Buy |
47,480
+28
| +0.1% | +$5.68K | 0.81% | 30 |
|
|
2023
Q2 | $10M | Buy |
47,452
+308
| +0.7% | +$65.1K | 0.83% | 30 |
|
|
2023
Q1 | $9.42M | Buy |
47,144
+4,655
| +11% | +$930K | 0.82% | 30 |
|
|
2022
Q4 | $5.63M | Sell |
42,489
-828
| -2% | -$110K | 0.52% | 56 |
|
|
2022
Q3 | $6.23M | Sell |
43,317
-224
| -0.5% | -$32.2K | 0.62% | 45 |
|
|
2022
Q2 | $7.19M | Buy |
43,541
+855
| +2% | +$141K | 0.66% | 42 |
|
|
2022
Q1 | $9.06M | Buy |
42,686
+973
| +2% | +$207K | 0.71% | 37 |
|
|
2021
Q4 | $10.6M | Buy |
41,713
+432
| +1% | +$110K | 0.82% | 32 |
|
|
2021
Q3 | $11.2M | Buy |
41,281
+55
| +0.1% | +$14.9K | 0.94% | 25 |
|
|
2021
Q2 | $10.1M | Buy |
41,226
+5,382
| +15% | +$1.31M | 0.8% | 32 |
|
|
2021
Q1 | $7.59M | Buy |
+35,844
| New | +$7.59M | 0.65% | 40 |
|
|
2019
Q2 | – | Sell |
-10,400
| Closed | -$1.65M | – | 386 |
|
|
2019
Q1 | $1.65M | Buy |
+10,400
| New | +$1.65M | 0.19% | 127 |
|
|
2017
Q4 | – | Sell |
-10,046
| Closed | -$938K | – | 411 |
|
|
2017
Q3 | $938K | Buy |
+10,046
| New | +$938K | 0.11% | 203 |
|