AIMA
Ables Iannone Moore & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
2,439
-25
| -1% | -$6.82K | 0.41% | 39 |
|
|
2025
Q1 | $661K | Sell |
2,464
-50
| -2% | -$13.4K | 0.45% | 40 |
|
|
2024
Q4 | $841K | Hold |
2,514
| – | – | 0.52% | 35 |
|
|
2024
Q3 | $688K | Hold |
2,514
| – | – | 0.44% | 38 |
|
|
2024
Q2 | $646K | Sell |
2,514
-20
| -0.8% | -$5.14K | 0.43% | 39 |
|
|
2024
Q1 | $763K | Sell |
2,534
-50
| -2% | -$15.1K | 0.55% | 34 |
|
|
2023
Q4 | $680K | Buy |
+2,584
| New | +$680K | 0.52% | 34 |
|