Rothschild Investment LLC’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 | $1.06M | Buy |
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|
2025
Q1 | $931K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $13.5M | Sell |
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|
2023
Q4 | $12.3M | Sell |
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|
2023
Q3 | $9.63M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $9.42M | Buy |
|
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|
2022
Q4 | $5.63M | Sell |
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|
2022
Q3 | $6.23M | Sell |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $9.06M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $7.59M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.65M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $938K | Buy |
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