Ingalls & Snyder LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.77M | Sell |
6,498
-671
| -9% | -$183K | 0.06% | 165 |
|
2025
Q1 | $1.92M | Sell |
7,169
-186
| -3% | -$49.9K | 0.06% | 154 |
|
2024
Q4 | $2.46M | Sell |
7,355
-179
| -2% | -$59.8K | 0.1% | 129 |
|
2024
Q3 | $2.06M | Buy |
7,534
+41
| +0.5% | +$11.2K | 0.08% | 146 |
|
2024
Q2 | $1.93M | Sell |
7,493
-866
| -10% | -$223K | 0.08% | 145 |
|
2024
Q1 | $2.52M | Sell |
8,359
-80
| -0.9% | -$24.1K | 0.11% | 126 |
|
2023
Q4 | $2.22M | Sell |
8,439
-941
| -10% | -$248K | 0.1% | 131 |
|
2023
Q3 | $1.9M | Sell |
9,380
-643
| -6% | -$130K | 0.09% | 144 |
|
2023
Q2 | $2.12M | Sell |
10,023
-356
| -3% | -$75.2K | 0.1% | 133 |
|
2023
Q1 | $2.07M | Sell |
10,379
-174
| -2% | -$34.8K | 0.11% | 134 |
|
2022
Q4 | $1.4M | Sell |
10,553
-14,785
| -58% | -$1.96M | 0.08% | 162 |
|
2022
Q3 | $3.65M | Sell |
25,338
-24
| -0.1% | -$3.45K | 0.2% | 84 |
|
2022
Q2 | $4.19M | Buy |
25,362
+4,217
| +20% | +$696K | 0.22% | 78 |
|
2022
Q1 | $4.49M | Buy |
21,145
+6,318
| +43% | +$1.34M | 0.2% | 92 |
|
2021
Q4 | $3.77M | Buy |
14,827
+958
| +7% | +$243K | 0.17% | 110 |
|
2021
Q3 | $3.76M | Buy |
13,869
+8,751
| +171% | +$2.37M | 0.17% | 108 |
|
2021
Q2 | $1.25M | Buy |
5,118
+328
| +7% | +$80.1K | 0.06% | 212 |
|
2021
Q1 | $1.02M | Buy |
4,790
+592
| +14% | +$125K | 0.05% | 220 |
|
2020
Q4 | $934K | Buy |
4,198
+1,482
| +55% | +$330K | 0.05% | 224 |
|
2020
Q3 | $683K | Buy |
2,716
+32
| +1% | +$8.05K | 0.05% | 213 |
|
2020
Q2 | $503K | Buy |
2,684
+70
| +3% | +$13.1K | 0.03% | 248 |
|
2020
Q1 | $376K | Sell |
2,614
-1,168
| -31% | -$168K | 0.03% | 285 |
|
2019
Q4 | $615K | Buy |
3,782
+882
| +30% | +$143K | 0.03% | 240 |
|
2019
Q3 | $430K | Buy |
2,900
+87
| +3% | +$12.9K | 0.02% | 300 |
|
2019
Q2 | $427K | Sell |
2,813
-123
| -4% | -$18.7K | 0.02% | 299 |
|
2019
Q1 | $465K | Buy |
2,936
+102
| +4% | +$16.2K | 0.02% | 291 |
|
2018
Q4 | $388K | Buy |
2,834
+383
| +16% | +$52.4K | 0.02% | 294 |
|
2018
Q3 | $390K | Buy |
2,451
+525
| +27% | +$83.5K | 0.02% | 320 |
|
2018
Q2 | $263K | Buy |
+1,926
| New | +$263K | 0.01% | 334 |
|