Icon Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $5.2M | Buy |
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|
2021
Q4 | $5.66M | Buy |
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|
2021
Q3 | $5.74M | Buy |
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|
2021
Q2 | $4.96M | Buy |
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|
2021
Q1 | $3.86M | Buy |
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|
2020
Q4 | $2.68M | Buy |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $88K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $125K | Sell |
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|
2018
Q2 | $127K | Sell |
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|
2018
Q1 | $113K | Sell |
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|
2017
Q4 | $131K | Buy |
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