SRC
Shufro Rose & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
51,844
-769
| -1% | -$206K | 1.12% | 25 |
|
|
2025
Q1 | $14.1M | Sell |
52,613
-151
| -0.3% | -$40.5K | 1.12% | 25 |
|
|
2024
Q4 | $17.6M | Buy |
52,764
+35
| +0.1% | +$11.7K | 1.36% | 25 |
|
|
2024
Q3 | $13.6M | Hold |
52,729
| – | – | 1.1% | 24 |
|
|
2024
Q2 | $13.6M | Buy |
52,729
+22,007
| +72% | +$5.66M | 1.1% | 24 |
|
|
2024
Q1 | $9.25M | Buy |
30,722
+751
| +3% | +$226K | 0.76% | 36 |
|
|
2023
Q4 | $6.08M | Sell |
29,971
-327
| -1% | -$66.3K | 0.58% | 42 |
|
|
2023
Q3 | $6.14M | Sell |
30,298
-7
| -0% | -$1.42K | 0.58% | 42 |
|
|
2023
Q2 | $6.4M | Buy |
30,305
+514
| +2% | +$109K | 0.58% | 41 |
|
|
2023
Q1 | $5.95M | Buy |
29,791
+854
| +3% | +$171K | 0.55% | 44 |
|
|
2022
Q4 | $3.84M | Sell |
28,937
-1,242
| -4% | -$165K | 0.32% | 59 |
|
|
2022
Q3 | $4.34M | Buy |
30,179
+533
| +2% | +$76.7K | 0.43% | 50 |
|
|
2022
Q2 | $4.89M | Sell |
29,646
-16,305
| -35% | -$2.69M | 0.42% | 53 |
|
|
2022
Q1 | $9.76M | Sell |
45,951
-814
| -2% | -$173K | 0.75% | 40 |
|
|
2021
Q4 | $11.9M | Sell |
46,765
-582
| -1% | -$148K | 0.86% | 36 |
|
|
2021
Q3 | $12.8M | Buy |
47,347
+329
| +0.7% | +$89.2K | 1.01% | 28 |
|
|
2021
Q2 | $11.5M | Sell |
47,018
-1,534
| -3% | -$375K | 0.86% | 34 |
|
|
2021
Q1 | $10.3M | Sell |
48,552
-1,235
| -2% | -$262K | 0.82% | 33 |
|
|
2020
Q4 | $11.1M | Buy |
49,787
+2,848
| +6% | +$634K | 0.93% | 33 |
|
|
2020
Q3 | $11.8M | Sell |
46,939
-1,406
| -3% | -$353K | 1.14% | 29 |
|
|
2020
Q2 | $9.06M | Sell |
48,345
-498
| -1% | -$93.3K | 0.89% | 32 |
|
|
2020
Q1 | $7.03M | Buy |
+48,843
| New | +$7.03M | 0.84% | 33 |
|