IBEX Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $72K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $408 | Sell |
|
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|
2023
Q3 | $1.38M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $59K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.14M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $63K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $11K | Buy |
|