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