Icon Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
11,862
-1,038
| -8% | -$283K | 0.74% | 48 |
|
|
2025
Q1 | $3.46M | Hold |
12,900
| – | – | 0.81% | 43 |
|
|
2024
Q4 | $4.31M | Hold |
12,900
| – | – | 0.97% | 29 |
|
|
2024
Q3 | $3.49M | Hold |
12,900
| – | – | 0.73% | 54 |
|
|
2024
Q2 | $3.31M | Hold |
12,900
| – | – | 0.74% | 47 |
|
|
2024
Q1 | $3.9M | Hold |
12,900
| – | – | 0.85% | 31 |
|
|
2023
Q4 | $3.39M | Hold |
12,900
| – | – | 0.78% | 44 |
|
|
2023
Q3 | $2.62M | Hold |
12,900
| – | – | 0.65% | 58 |
|
|
2023
Q2 | $2.73M | Buy |
+12,900
| New | +$2.73M | 0.69% | 52 |
|
|
2019
Q1 | – | Sell |
-6,960
| Closed | -$953K | – | 297 |
|
|
2018
Q4 | $953K | Buy |
+6,960
| New | +$953K | 0.1% | 189 |
|
|
2015
Q4 | – | Sell |
-13,300
| Closed | -$923K | – | 358 |
|
|
2015
Q3 | $923K | Sell |
13,300
-9,300
| -41% | -$645K | 0.06% | 237 |
|
|
2015
Q2 | $1.57M | Hold |
22,600
| – | – | 0.1% | 184 |
|
|
2015
Q1 | $1.51M | Hold |
22,600
| – | – | 0.09% | 186 |
|
|
2014
Q4 | $1.34M | Hold |
22,600
| – | – | 0.08% | 195 |
|
|
2014
Q3 | $1.3M | Buy |
+22,600
| New | +$1.3M | 0.08% | 195 |
|