Insight Wealth Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,783
| Closed | -$1.43M | – | 138 |
|
|
2022
Q4 | $1.43M | Buy |
10,783
+486
| +5% | +$64.4K | 0.28% | 66 |
|
|
2022
Q3 | $1.7M | Hold |
10,297
| – | – | 0.32% | 43 |
|
|
2022
Q2 | $1.7M | Buy |
10,297
+90
| +0.9% | +$14.9K | 0.32% | 43 |
|
|
2022
Q1 | $2.17M | Buy |
10,207
+555
| +6% | +$118K | 0.32% | 44 |
|
|
2021
Q4 | $2.45M | Buy |
9,652
+47
| +0.5% | +$11.9K | 0.35% | 39 |
|
|
2021
Q3 | $2.61M | Buy |
9,605
+301
| +3% | +$81.6K | 0.37% | 33 |
|
|
2021
Q2 | $2.27M | Sell |
9,304
-2,296
| -20% | -$561K | 0.32% | 35 |
|
|
2021
Q1 | $2.46M | Buy |
11,600
+2,008
| +21% | +$425K | 0.33% | 41 |
|
|
2020
Q4 | $2.14M | Hold |
9,592
| – | – | 0.36% | 37 |
|
|
2020
Q3 | $2.41M | Buy |
9,592
+2,366
| +33% | +$595K | 0.45% | 29 |
|
|
2020
Q2 | $1.35M | Buy |
7,226
+1,596
| +28% | +$299K | 0.3% | 34 |
|
|
2020
Q1 | $811K | Sell |
5,630
-9,763
| -63% | -$1.41M | 0.22% | 42 |
|
|
2019
Q4 | $2.5M | Sell |
15,393
-498
| -3% | -$81K | 0.53% | 34 |
|
|
2019
Q3 | $2.36M | Buy |
15,891
+2,091
| +15% | +$310K | 0.55% | 32 |
|
|
2019
Q2 | $2.09M | Buy |
13,800
+2,778
| +25% | +$422K | 0.51% | 31 |
|
|
2019
Q1 | $1.75M | Buy |
11,022
+482
| +5% | +$76.4K | 0.49% | 39 |
|
|
2018
Q4 | $1.44M | Buy |
+10,540
| New | +$1.44M | 0.44% | 35 |
|