IHT Wealth Management’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 | $4.12M | Buy |
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|
2025
Q1 | $3.73M | Buy |
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|
2024
Q4 | $3.72M | Sell |
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|
2024
Q3 | $3.98M | Buy |
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|
2024
Q2 | $2.72M | Buy |
|
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|
2024
Q1 | $2.79M | Buy |
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|
2023
Q4 | $2.37M | Buy |
|
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.59M | Buy |
|
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|
2022
Q4 | $1.01M | Sell |
|
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|
2022
Q3 | $1.33M | Buy |
|
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.9M | Buy |
|
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $1.87M | Buy |
|
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.31M | Sell |
|
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.28M | Buy |
|
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.55M | Buy |
|
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|
2019
Q2 | $1.02M | Buy |
|
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|
2019
Q1 | $532K | Buy |
|
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|
2018
Q4 | $294K | Buy |
|
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|
2018
Q3 | $305K | Buy |
|
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|
2018
Q2 | $252K | Buy |
|
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|
2018
Q1 | $197K | Buy |
|
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|
2017
Q4 | $185K | Buy |
|
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|
2017
Q3 | $126K | Buy |
|
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|
2017
Q2 | $1 | Buy |
|
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|
2017
Q1 | $54K | Buy |
|
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|
2016
Q4 | $35K | Buy |
|