Round Rock Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
798
-17
| -2% | -$4.64K | 0.04% | 201 |
|
|
2025
Q1 | $219K | Sell |
815
-583
| -42% | -$156K | 0.04% | 197 |
|
|
2024
Q4 | $467K | Buy |
1,398
+276
| +25% | +$92.3K | 0.1% | 132 |
|
|
2024
Q3 | $307K | Buy |
1,122
+342
| +44% | +$93.6K | 0.07% | 144 |
|
|
2024
Q2 | $201K | Sell |
780
-57
| -7% | -$14.7K | 0.05% | 175 |
|
|
2024
Q1 | $252K | Buy |
+837
| New | +$252K | 0.06% | 167 |
|
|
2021
Q2 | – | Sell |
-967
| Closed | -$205K | – | 69 |
|
|
2021
Q1 | $205K | Buy |
+967
| New | +$205K | 0.16% | 64 |
|