Insight Advisors’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 | $253K | Sell |
|
|||||
|
2025
Q1 | $272K | Sell |
|
|||||
|
2024
Q4 | $348K | Buy |
|
|||||
|
2024
Q3 | $280K | Sell |
|
|||||
|
2024
Q2 | $314K | Sell |
|
|||||
|
2024
Q1 | $663K | Buy |
|
|||||
|
2023
Q4 | $340K | Sell |
|
|||||
|
2023
Q3 | $264K | Sell |
|
|||||
|
2023
Q2 | $337K | Sell |
|
|||||
|
2023
Q1 | $472K | Sell |
|
|||||
|
2022
Q4 | $528K | Buy |
|
|||||
|
2022
Q3 | $458K | Sell |
|
|||||
|
2022
Q2 | $647K | Sell |
|
|||||
|
2022
Q1 | $880K | Buy |
|
|||||
|
2021
Q4 | $856K | Sell |
|
|||||
|
2021
Q3 | $1.15M | Buy |
|
|||||
|
2021
Q2 | $886K | Buy |
|
|||||
|
2021
Q1 | $817K | Sell |
|
|||||
|
2020
Q4 | $1.04M | Buy |
|