IMA Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
6,337
+432
| +7% | +$118K | 0.19% | 88 |
|
|
2025
Q1 | $1.58M | Sell |
5,905
-219
| -4% | -$58.8K | 0.19% | 89 |
|
|
2024
Q4 | $2.05M | Sell |
6,124
-50
| -0.8% | -$16.7K | 0.25% | 78 |
|
|
2024
Q3 | $1.69M | Sell |
6,174
-249
| -4% | -$68.3K | 0.37% | 77 |
|
|
2024
Q2 | $1.65M | Buy |
6,423
+144
| +2% | +$37K | 0.73% | 45 |
|
|
2024
Q1 | $1.89M | Sell |
6,279
-92
| -1% | -$27.7K | 0.89% | 38 |
|
|
2023
Q4 | $1.68M | Sell |
6,371
-357
| -5% | -$93.9K | 0.84% | 40 |
|
|
2023
Q3 | $1.36M | Sell |
6,728
-118
| -2% | -$23.9K | 0.35% | 78 |
|
|
2023
Q2 | $1.45M | Sell |
6,846
-1,247
| -15% | -$263K | 0.37% | 79 |
|
|
2023
Q1 | $1.62M | Sell |
8,093
-14
| -0.2% | -$2.8K | 0.42% | 67 |
|
|
2022
Q4 | $1.07M | Sell |
8,107
-1,111
| -12% | -$147K | 0.28% | 85 |
|
|
2022
Q3 | $1.33M | Sell |
9,218
-297
| -3% | -$42.7K | 0.36% | 83 |
|
|
2022
Q2 | $1.57M | Sell |
9,515
-1,190
| -11% | -$196K | 0.38% | 79 |
|
|
2022
Q1 | $2.27M | Buy |
10,705
+175
| +2% | +$37.2K | 0.52% | 65 |
|
|
2021
Q4 | $2.68M | Sell |
10,530
-118
| -1% | -$30K | 0.59% | 56 |
|
|
2021
Q3 | $2.89M | Sell |
10,648
-498
| -4% | -$135K | 0.68% | 47 |
|
|
2021
Q2 | $2.72M | Sell |
11,146
-175
| -2% | -$42.8K | 0.64% | 56 |
|
|
2021
Q1 | $2.4M | Buy |
11,321
+3,233
| +40% | +$685K | 0.59% | 66 |
|
|
2020
Q4 | $1.8M | Sell |
8,088
-1,748
| -18% | -$389K | 0.5% | 67 |
|
|
2020
Q3 | $2.47M | Sell |
9,836
-351
| -3% | -$88.2K | 0.83% | 38 |
|
|
2020
Q2 | $1.91M | Buy |
10,187
+307
| +3% | +$57.5K | 0.69% | 54 |
|
|
2020
Q1 | $1.42M | Sell |
9,880
-1,906
| -16% | -$275K | 0.63% | 58 |
|
|
2019
Q4 | $1.92M | Sell |
11,786
-540
| -4% | -$87.8K | 0.71% | 58 |
|
|
2019
Q3 | $1.83M | Sell |
12,326
-3,014
| -20% | -$447K | 0.69% | 60 |
|
|
2019
Q2 | $2.33M | Buy |
15,340
+15,327
| +117,900% | +$2.33M | 0.87% | 53 |
|
|
2019
Q1 | $2K | Sell |
13
-58
| -82% | -$8.92K | ﹤0.01% | 263 |
|
|
2018
Q4 | $10K | Hold |
71
| – | – | ﹤0.01% | 220 |
|
|
2018
Q3 | $11K | Sell |
71
-31
| -30% | -$4.8K | ﹤0.01% | 217 |
|
|
2018
Q2 | $14K | Buy |
+102
| New | +$14K | 0.01% | 239 |
|