IFP 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 | $5.32M | Buy |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.1M | Buy |
|
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.13M | Buy |
|
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|
2023
Q3 | $830K | Sell |
|
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $325K | Sell |
|
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|
2022
Q4 | $930K | Sell |
|
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|
2022
Q3 | $1.42M | Buy |
|
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.28M | Buy |
|
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|
2021
Q4 | $3.71M | Buy |
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|
2021
Q3 | $2.46M | Sell |
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|
2021
Q2 | $2.94M | Buy |
|
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|
2021
Q1 | $1.64M | Buy |
|
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|
2020
Q4 | $1.52M | Buy |
|
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.08M | Buy |
|
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|
2020
Q1 | $841K | Sell |
|
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|
2019
Q4 | $2.38M | Buy |
|
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|
2019
Q3 | $1.02M | Buy |
|
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|
2019
Q1 | $57K | Sell |
|
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|
2018
Q4 | $670K | Buy |
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|
2018
Q3 | $402K | Sell |
|
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|
2018
Q2 | $801K | Buy |
|
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|
2018
Q1 | $575K | Hold |
|
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|
2017
Q4 | $575K | Sell |
|
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|
2017
Q3 | $560K | Buy |
|
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|
2017
Q2 | $507K | Sell |
|
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|
2017
Q1 | $548K | Buy |
|
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|
2016
Q4 | $412K | Buy |
|
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|
2016
Q3 | $388K | Sell |
|
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|
2016
Q2 | $536K | Buy |
|
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|
2016
Q1 | $57K | Sell |
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|
2015
Q4 | $467K | Buy |
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