Industrial Alliance Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,779
| Closed | -$376K | – | 44 |
|
|
2023
Q2 | $376K | Sell |
1,779
-5,990
| -77% | -$1.27M | 0.2% | 44 |
|
|
2023
Q1 | $1.55M | Sell |
7,769
-32,760
| -81% | -$6.54M | 0.04% | 252 |
|
|
2022
Q4 | $5.37M | Sell |
40,529
-45,880
| -53% | -$6.08M | 0.15% | 138 |
|
|
2022
Q3 | $12.4M | Sell |
86,409
-4,290
| -5% | -$617K | 0.37% | 70 |
|
|
2022
Q2 | $15M | Buy |
90,699
+24,911
| +38% | +$4.11M | 0.43% | 62 |
|
|
2022
Q1 | $14M | Sell |
65,788
-9,512
| -13% | -$2.02M | 0.33% | 71 |
|
|
2021
Q4 | $19.1M | Buy |
+75,300
| New | +$19.1M | 0.44% | 49 |
|