Ignite Planners’s Salesforce CRM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $404K | Sell | 
         | 
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| 
        
          
      
        2025
         Q2  | $489K | Buy | 
         | 
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| 
        
          
      
        2025
         Q1  | $498K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $507K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $349K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $345K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $346K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $296K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $263K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $268K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $228K | Buy | 
         |