RFM
Royal Fund Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
6,366
+637
| +11% | +$174K | 0.17% | 138 |
|
|
2025
Q1 | $1.54M | Buy |
+5,729
| New | +$1.54M | 0.17% | 145 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$4K | – | 536 |
|
|
2018
Q2 | $4K | Buy |
30
+20
| +200% | +$2.67K | ﹤0.01% | 429 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 617 |
|
|
2017
Q3 | $0 | Sell |
10
-27
| -73% | – | ﹤0.01% | 467 |
|
|
2017
Q2 | $3K | Buy |
37
+27
| +270% | +$2.19K | ﹤0.01% | 356 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 420 |
|
|
2016
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 389 |
|