Institutional & Family Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $105K | Buy |
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|
2024
Q1 | $69.6K | Sell |
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|
2023
Q4 | $65.3K | Sell |
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|
2023
Q3 | $53.1K | Sell |
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|
2023
Q2 | $57.9K | Buy |
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|
2023
Q1 | $44.2K | Sell |
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|
2022
Q4 | $38.6K | Sell |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $58K | Sell |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $132K | Hold |
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|
2021
Q1 | $115K | Sell |
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|
2020
Q4 | $145K | Sell |
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|
2020
Q3 | $165K | Buy |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $84K | Buy |
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|
2019
Q3 | $53K | Sell |
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|
2019
Q2 | $61K | Buy |
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|
2019
Q1 | $61K | Buy |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $29K | Buy |
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