IFG Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
2,279
+14
| +0.6% | +$3.82K | 0.03% | 433 |
|
|
2025
Q1 | $608K | Sell |
2,265
-4
| -0.2% | -$1.07K | 0.03% | 397 |
|
|
2024
Q4 | $758K | Buy |
+2,269
| New | +$758K | 0.04% | 336 |
|
|
2024
Q3 | – | Sell |
-2,211
| Closed | -$569K | – | 427 |
|
|
2024
Q2 | $569K | Buy |
+2,211
| New | +$569K | 0.04% | 374 |
|
|
2024
Q1 | – | Sell |
-2,195
| Closed | -$578K | – | 410 |
|
|
2023
Q4 | $578K | Buy |
2,195
+268
| +14% | +$70.5K | 0.04% | 339 |
|
|
2023
Q3 | $391K | Buy |
+1,927
| New | +$391K | 0.03% | 391 |
|
|
2023
Q2 | – | Sell |
-1,869
| Closed | -$373K | – | 350 |
|
|
2023
Q1 | $373K | Sell |
1,869
-24
| -1% | -$4.8K | 0.03% | 371 |
|
|
2022
Q4 | $250K | Sell |
1,893
-1,380
| -42% | -$182K | 0.02% | 427 |
|
|
2022
Q3 | $470K | Buy |
3,273
+1,659
| +103% | +$238K | 0.04% | 323 |
|
|
2022
Q2 | $266K | Buy |
1,614
+184
| +13% | +$30.3K | 0.03% | 395 |
|
|
2022
Q1 | $303K | Buy |
1,430
+515
| +56% | +$109K | 0.03% | 399 |
|
|
2021
Q4 | $232K | Sell |
915
-9
| -1% | -$2.28K | 0.02% | 451 |
|
|
2021
Q3 | $250K | Sell |
924
-44
| -5% | -$11.9K | 0.03% | 422 |
|
|
2021
Q2 | $236K | Sell |
968
-1,306
| -57% | -$318K | 0.03% | 427 |
|
|
2021
Q1 | $481K | Buy |
2,274
+315
| +16% | +$66.6K | 0.06% | 304 |
|
|
2020
Q4 | $435K | Sell |
1,959
-189
| -9% | -$42K | 0.06% | 284 |
|
|
2020
Q3 | $539K | Buy |
2,148
+85
| +4% | +$21.3K | 0.09% | 224 |
|
|
2020
Q2 | $386K | Buy |
+2,063
| New | +$386K | 0.07% | 252 |
|
|
2019
Q3 | – | Sell |
-1,621
| Closed | -$245K | – | 407 |
|
|
2019
Q2 | $245K | Buy |
+1,621
| New | +$245K | 0.04% | 302 |
|