IA
Insight Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
926
-86
| -8% | -$23.5K | 0.04% | 236 |
|
|
2025
Q1 | $272K | Sell |
1,012
-23
| -2% | -$6.18K | 0.05% | 231 |
|
|
2024
Q4 | $348K | Buy |
1,035
+12
| +1% | +$4.03K | 0.06% | 197 |
|
|
2024
Q3 | $280K | Sell |
1,023
-197
| -16% | -$53.9K | 0.05% | 234 |
|
|
2024
Q2 | $314K | Sell |
1,220
-982
| -45% | -$252K | 0.06% | 217 |
|
|
2024
Q1 | $663K | Buy |
2,202
+911
| +71% | +$274K | 0.13% | 121 |
|
|
2023
Q4 | $340K | Sell |
1,291
-11
| -0.8% | -$2.9K | 0.07% | 196 |
|
|
2023
Q3 | $264K | Sell |
1,302
-291
| -18% | -$59K | 0.06% | 223 |
|
|
2023
Q2 | $337K | Sell |
1,593
-772
| -33% | -$163K | 0.08% | 194 |
|
|
2023
Q1 | $472K | Sell |
2,365
-1,561
| -40% | -$312K | 0.11% | 159 |
|
|
2022
Q4 | $528K | Buy |
3,926
+742
| +23% | +$99.8K | 0.18% | 145 |
|
|
2022
Q3 | $458K | Sell |
3,184
-238
| -7% | -$34.2K | 0.18% | 146 |
|
|
2022
Q2 | $647K | Sell |
3,422
-725
| -17% | -$137K | 0.22% | 119 |
|
|
2022
Q1 | $880K | Buy |
4,147
+778
| +23% | +$165K | 0.26% | 107 |
|
|
2021
Q4 | $856K | Sell |
3,369
-376
| -10% | -$95.5K | 0.25% | 102 |
|
|
2021
Q3 | $1.15M | Buy |
3,745
+66
| +2% | +$20.3K | 0.34% | 78 |
|
|
2021
Q2 | $886K | Buy |
3,679
+127
| +4% | +$30.6K | 0.28% | 93 |
|
|
2021
Q1 | $817K | Sell |
3,552
-1,127
| -24% | -$259K | 0.26% | 108 |
|
|
2020
Q4 | $1.04M | Buy |
+4,679
| New | +$1.04M | 0.39% | 69 |
|