Insigneo Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
11,459
-671
| -6% | -$183K | 0.27% | 70 |
|
|
2025
Q1 | $3.26M | Buy |
12,130
+2,851
| +31% | +$765K | 0.34% | 52 |
|
|
2024
Q4 | $3.1M | Sell |
9,279
-683
| -7% | -$228K | 0.32% | 49 |
|
|
2024
Q3 | $2.73M | Sell |
9,962
-1,874
| -16% | -$513K | 0.27% | 70 |
|
|
2024
Q2 | $2.83M | Buy |
11,836
+9,485
| +403% | +$2.27M | 0.32% | 59 |
|
|
2024
Q1 | $709K | Sell |
2,351
-8,239
| -78% | -$2.48M | 0.08% | 203 |
|
|
2023
Q4 | $2.79M | Sell |
10,590
-418
| -4% | -$110K | 0.39% | 48 |
|
|
2023
Q3 | $2.23M | Sell |
11,008
-1,084
| -9% | -$220K | 0.45% | 45 |
|
|
2023
Q2 | $2.55M | Buy |
12,092
+3,574
| +42% | +$755K | 0.49% | 35 |
|
|
2023
Q1 | $1.7M | Buy |
8,518
+945
| +12% | +$188K | 0.54% | 33 |
|
|
2022
Q4 | $1M | Buy |
+7,573
| New | +$1M | 0.38% | 57 |
|