IFG Advisors’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 | $604K | Buy |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $479K | Hold |
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|
2020
Q3 | $541K | Hold |
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|
2020
Q2 | $403K | Hold |
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|
2020
Q1 | $310K | Buy |
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