ICM
IMS Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,601
| Closed | -$765K | – | 144 |
|
|
2022
Q1 | $765K | Buy |
3,601
+352
| +11% | +$74.8K | 0.4% | 66 |
|
|
2021
Q4 | $826K | Hold |
3,249
| – | – | 0.42% | 60 |
|
|
2021
Q3 | $881K | Hold |
3,249
| – | – | 0.51% | 55 |
|
|
2021
Q2 | $794K | Hold |
3,249
| – | – | 0.47% | 56 |
|
|
2021
Q1 | $688K | Buy |
+3,249
| New | +$688K | 0.43% | 59 |
|
|
2020
Q4 | – | Sell |
-3,300
| Closed | -$829K | – | 131 |
|
|
2020
Q3 | $829K | Hold |
3,300
| – | – | 0.6% | 49 |
|
|
2020
Q2 | $618K | Buy |
+3,300
| New | +$618K | 0.48% | 61 |
|