Shufro Rose & Co’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 | $13.9M | Sell |
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|
2025
Q1 | $14.1M | Sell |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $13.6M | Hold |
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|
2024
Q2 | $13.6M | Buy |
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|
2024
Q1 | $9.25M | Buy |
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|
2023
Q4 | $6.08M | Sell |
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|
2023
Q3 | $6.14M | Sell |
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|
2023
Q2 | $6.4M | Buy |
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|
2023
Q1 | $5.95M | Buy |
|
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|
2022
Q4 | $3.84M | Sell |
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|
2022
Q3 | $4.34M | Buy |
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|
2022
Q2 | $4.89M | Sell |
|
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|
2022
Q1 | $9.76M | Sell |
|
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|
2021
Q4 | $11.9M | Sell |
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|
2021
Q3 | $12.8M | Buy |
|
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|
2021
Q2 | $11.5M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $11.8M | Sell |
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|
2020
Q2 | $9.06M | Sell |
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|
2020
Q1 | $7.03M | Buy |
|