Sage Rhino Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$866K Buy
3,176
+10
+0.3% +$2.73K 0.18% 96
2025
Q1
$850K Buy
3,166
+12
+0.4% +$3.22K 0.2% 95
2024
Q4
$1.05M Sell
3,154
-869
-22% -$291K 0.23% 82
2024
Q3
$1.1M Buy
4,023
+28
+0.7% +$7.66K 0.24% 84
2024
Q2
$1.03M Sell
3,995
-47
-1% -$12.1K 0.25% 81
2024
Q1
$1.22M Sell
4,042
-77
-2% -$23.2K 0.29% 72
2023
Q4
$1.08M Buy
4,119
+34
+0.8% +$8.95K 0.28% 74
2023
Q3
$828K Buy
4,085
+1
+0% +$203 0.23% 83
2023
Q2
$863K Buy
4,084
+34
+0.8% +$7.18K 0.24% 84
2023
Q1
$809K Buy
4,050
+172
+4% +$34.4K 0.24% 82
2022
Q4
$514K Sell
3,878
-98
-2% -$13K 0.16% 110
2022
Q3
$572K Sell
3,976
-166
-4% -$23.9K 0.23% 81
2022
Q2
$684K Buy
4,142
+7
+0.2% +$1.16K 0.26% 68
2022
Q1
$878K Sell
4,135
-1
-0% -$212 0.27% 67
2021
Q4
$1.05M Buy
4,136
+59
+1% +$15K 0.29% 58
2021
Q3
$1.11M Buy
4,077
+59
+1% +$16K 0.34% 56
2021
Q2
$981K Buy
4,018
+48
+1% +$11.7K 0.29% 58
2021
Q1
$841K Buy
3,970
+13
+0.3% +$2.75K 0.28% 62
2020
Q4
$881K Buy
3,957
+2,108
+114% +$469K 0.35% 52
2020
Q3
$465K Sell
1,849
-2,879
-61% -$724K 0.22% 85
2020
Q2
$886K Buy
4,728
+421
+10% +$78.9K 0.47% 45
2020
Q1
$620K Buy
4,307
+96
+2% +$13.8K 0.45% 48
2019
Q4
$759K Sell
4,211
-30
-0.7% -$5.41K 0.43% 50
2019
Q3
$630K Buy
4,241
+108
+3% +$16K 0.4% 52
2019
Q2
$627K Sell
4,133
-55
-1% -$8.34K 0.4% 53
2019
Q1
$663K Buy
+4,188
New +$663K 0.44% 50