IA
IFS Advisors’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09K | Hold |
4
| – | – | ﹤0.01% | 152 |
|
2025
Q1 | $1.07K | Buy |
4
+1
| +33% | +$268 | ﹤0.01% | 176 |
|
2024
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 164 |
|
2024
Q3 | $821 | Hold |
3
| – | – | ﹤0.01% | 137 |
|
2024
Q2 | $771 | Hold |
3
| – | – | ﹤0.01% | 136 |
|
2024
Q1 | $903 | Hold |
3
| – | – | ﹤0.01% | 133 |
|
2023
Q4 | $789 | Hold |
3
| – | – | ﹤0.01% | 131 |
|
2023
Q3 | $608 | Hold |
3
| – | – | ﹤0.01% | 132 |
|
2023
Q2 | $633 | Hold |
3
| – | – | ﹤0.01% | 133 |
|
2023
Q1 | $599 | Hold |
3
| – | – | ﹤0.01% | 109 |
|
2022
Q4 | $397 | Hold |
3
| – | – | ﹤0.01% | 122 |
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 108 |
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 107 |
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 115 |
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 125 |
|