Icon Advisers’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 | $3.23M | Sell |
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|
2025
Q1 | $3.46M | Hold |
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|
2024
Q4 | $4.31M | Hold |
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|
2024
Q3 | $3.49M | Hold |
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|
2024
Q2 | $3.31M | Hold |
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|
2024
Q1 | $3.9M | Hold |
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|
2023
Q4 | $3.39M | Hold |
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|
2023
Q3 | $2.62M | Hold |
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|
2023
Q2 | $2.73M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $953K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $923K | Sell |
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|
2015
Q2 | $1.57M | Hold |
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|
2015
Q1 | $1.51M | Hold |
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|
2014
Q4 | $1.34M | Hold |
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|
2014
Q3 | $1.3M | Buy |
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