IFAM
Institutional & Family Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $105K | Buy |
410
+179
| +77% | +$46K | 0.02% | 183 |
|
|
2024
Q1 | $69.6K | Sell |
231
-17
| -7% | -$5.12K | 0.01% | 211 |
|
|
2023
Q4 | $65.3K | Sell |
248
-14
| -5% | -$3.68K | 0.01% | 214 |
|
|
2023
Q3 | $53.1K | Sell |
262
-12
| -4% | -$2.43K | 0.01% | 212 |
|
|
2023
Q2 | $57.9K | Buy |
274
+53
| +24% | +$11.2K | 0.01% | 214 |
|
|
2023
Q1 | $44.2K | Sell |
221
-70
| -24% | -$14K | 0.01% | 229 |
|
|
2022
Q4 | $38.6K | Sell |
291
-75
| -20% | -$9.94K | 0.01% | 241 |
|
|
2022
Q3 | $53K | Buy |
366
+15
| +4% | +$2.17K | 0.01% | 218 |
|
|
2022
Q2 | $58K | Sell |
351
-35
| -9% | -$5.78K | 0.01% | 212 |
|
|
2022
Q1 | $82K | Sell |
386
-250
| -39% | -$53.1K | 0.01% | 212 |
|
|
2021
Q4 | $162K | Buy |
636
+5
| +0.8% | +$1.27K | 0.03% | 171 |
|
|
2021
Q3 | $171K | Buy |
631
+89
| +16% | +$24.1K | 0.03% | 189 |
|
|
2021
Q2 | $132K | Hold |
542
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $115K | Sell |
542
-109
| -17% | -$23.1K | 0.02% | 248 |
|
|
2020
Q4 | $145K | Sell |
651
-4
| -0.6% | -$891 | 0.03% | 210 |
|
|
2020
Q3 | $165K | Buy |
655
+80
| +14% | +$20.2K | 0.04% | 186 |
|
|
2020
Q2 | $108K | Buy |
575
+50
| +10% | +$9.39K | 0.02% | 226 |
|
|
2020
Q1 | $76K | Buy |
525
+9
| +2% | +$1.3K | 0.02% | 235 |
|
|
2019
Q4 | $84K | Buy |
516
+156
| +43% | +$25.4K | 0.02% | 264 |
|
|
2019
Q3 | $53K | Sell |
360
-40
| -10% | -$5.89K | 0.01% | 288 |
|
|
2019
Q2 | $61K | Buy |
400
+15
| +4% | +$2.29K | 0.01% | 288 |
|
|
2019
Q1 | $61K | Buy |
385
+25
| +7% | +$3.96K | 0.01% | 301 |
|
|
2018
Q4 | $49K | Hold |
360
| – | – | 0.01% | 329 |
|
|
2018
Q3 | $57K | Hold |
360
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $49K | Buy |
360
+110
| +44% | +$15K | 0.01% | 349 |
|
|
2018
Q1 | $29K | Buy |
+250
| New | +$29K | 0.01% | 376 |
|