Ignite Planners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $489K | Buy |
1,864
+13
| +0.7% | +$3.41K | 0.09% | 222 |
|
2025
Q1 | $498K | Buy |
1,851
+327
| +21% | +$88.1K | 0.1% | 201 |
|
2024
Q4 | $507K | Buy |
1,524
+251
| +20% | +$83.6K | 0.11% | 175 |
|
2024
Q3 | $349K | Sell |
1,273
-38
| -3% | -$10.4K | 0.08% | 207 |
|
2024
Q2 | $345K | Buy |
1,311
+167
| +15% | +$44K | 0.08% | 200 |
|
2024
Q1 | $346K | Sell |
1,144
-12
| -1% | -$3.63K | 0.1% | 193 |
|
2023
Q4 | $296K | Sell |
1,156
-146
| -11% | -$37.4K | 0.09% | 213 |
|
2023
Q3 | $263K | Buy |
1,302
+23
| +2% | +$4.65K | 0.08% | 264 |
|
2023
Q2 | $268K | Buy |
1,279
+88
| +7% | +$18.4K | 0.1% | 208 |
|
2023
Q1 | $228K | Buy |
+1,191
| New | +$228K | 0.09% | 221 |
|