IC
IEQ Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2M | Sell |
363,961
-2,901
| -0.8% | -$791K | 0.61% | 24 |
|
|
2025
Q1 | $98.5M | Buy |
366,862
+46,003
| +14% | +$12.3M | 0.78% | 21 |
|
|
2024
Q4 | $107M | Sell |
320,859
-57,270
| -15% | -$19.1M | 1.04% | 17 |
|
|
2024
Q3 | $103M | Sell |
378,129
-852
| -0.2% | -$233K | 1.27% | 15 |
|
|
2024
Q2 | $97.4M | Sell |
378,981
-29,441
| -7% | -$7.57M | 1.31% | 17 |
|
|
2024
Q1 | $123M | Buy |
408,422
+4,304
| +1% | +$1.3M | 1.77% | 15 |
|
|
2023
Q4 | $106M | Buy |
404,118
+3,736
| +0.9% | +$983K | 1.77% | 13 |
|
|
2023
Q3 | $81.2M | Buy |
400,382
+8,703
| +2% | +$1.76M | 1.65% | 13 |
|
|
2023
Q2 | $82.7M | Sell |
391,679
-62,799
| -14% | -$13.3M | 1.67% | 13 |
|
|
2023
Q1 | $90.8M | Sell |
454,478
-45,407
| -9% | -$9.07M | 2.11% | 11 |
|
|
2022
Q4 | $66.3M | Buy |
499,885
+36,303
| +8% | +$4.81M | 1.86% | 11 |
|
|
2022
Q3 | $66.7M | Sell |
463,582
-96,471
| -17% | -$13.9M | 1.83% | 12 |
|
|
2022
Q2 | $92.4M | Buy |
560,053
+1,676
| +0.3% | +$277K | 2.8% | 8 |
|
|
2022
Q1 | $119M | Buy |
558,377
+12,249
| +2% | +$2.6M | 2.82% | 10 |
|
|
2021
Q4 | $139M | Buy |
546,128
+126,673
| +30% | +$32.2M | 3.21% | 7 |
|
|
2021
Q3 | $114M | Buy |
419,455
+284,360
| +210% | +$77.1M | 3.02% | 7 |
|
|
2021
Q2 | $33M | Buy |
135,095
+18,315
| +16% | +$4.47M | 0.97% | 21 |
|
|
2021
Q1 | $24.7M | Buy |
116,780
+16,853
| +17% | +$3.57M | 1.02% | 18 |
|
|
2020
Q4 | $22.2M | Sell |
99,927
-3,291
| -3% | -$732K | 0.99% | 21 |
|
|
2020
Q3 | $25.9M | Buy |
103,218
+1,764
| +2% | +$443K | 1.39% | 15 |
|
|
2020
Q2 | $19M | Buy |
101,454
+21,015
| +26% | +$3.94M | 1.23% | 15 |
|
|
2020
Q1 | $11.6M | Buy |
80,439
+44,664
| +125% | +$6.43M | 0.93% | 23 |
|
|
2019
Q4 | $5.82M | Buy |
+35,775
| New | +$5.82M | 0.51% | 30 |
|