IA
IFG Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
2,216
+501
| +29% | +$137K | 0.1% | 80 |
|
|
2025
Q1 | $460K | Buy |
1,715
+15
| +0.9% | +$4.03K | 0.09% | 90 |
|
|
2024
Q4 | $568K | Buy |
1,700
+300
| +21% | +$100K | 0.11% | 77 |
|
|
2024
Q3 | $383K | Hold |
1,400
| – | – | 0.08% | 94 |
|
|
2024
Q2 | $360K | Buy |
1,400
+10
| +0.7% | +$2.57K | 0.09% | 93 |
|
|
2024
Q1 | $419K | Hold |
1,390
| – | – | 0.11% | 82 |
|
|
2023
Q4 | $366K | Hold |
1,390
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $282K | Hold |
1,390
| – | – | 0.1% | 94 |
|
|
2023
Q2 | $294K | Hold |
1,390
| – | – | 0.1% | 97 |
|
|
2023
Q1 | $278K | Buy |
+1,390
| New | +$278K | 0.11% | 96 |
|
|
2022
Q4 | – | Sell |
-1,390
| Closed | -$200K | – | 121 |
|
|
2022
Q3 | $200K | Buy |
1,390
+24
| +2% | +$3.45K | 0.1% | 104 |
|
|
2022
Q2 | $225K | Sell |
1,366
-792
| -37% | -$130K | 0.11% | 95 |
|
|
2022
Q1 | $458K | Sell |
2,158
-1
| -0% | -$212 | 0.2% | 68 |
|
|
2021
Q4 | $549K | Hold |
2,159
| – | – | 0.23% | 62 |
|
|
2021
Q3 | $586K | Buy |
2,159
+1
| +0% | +$271 | 0.27% | 55 |
|
|
2021
Q2 | $527K | Buy |
2,158
+5
| +0.2% | +$1.22K | 0.25% | 54 |
|
|
2021
Q1 | $456K | Hold |
2,153
| – | – | 0.25% | 52 |
|
|
2020
Q4 | $479K | Hold |
2,153
| – | – | 0.3% | 48 |
|
|
2020
Q3 | $541K | Hold |
2,153
| – | – | 0.38% | 42 |
|
|
2020
Q2 | $403K | Hold |
2,153
| – | – | 0.32% | 48 |
|
|
2020
Q1 | $310K | Buy |
+2,153
| New | +$310K | 0.31% | 55 |
|