IIM
Intact Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Sell |
23,900
-3,500
| -13% | -$954K | 0.22% | 99 |
|
|
2025
Q1 | $7.35M | Sell |
27,400
-200
| -0.7% | -$53.7K | 0.25% | 93 |
|
|
2024
Q4 | $9.23M | Buy |
27,600
+22,250
| +416% | +$7.44M | 0.32% | 83 |
|
|
2024
Q3 | $1.46M | Sell |
5,350
-470
| -8% | -$129K | 0.05% | 186 |
|
|
2024
Q2 | $1.5M | Buy |
5,820
+2,250
| +63% | +$578K | 0.06% | 183 |
|
|
2024
Q1 | $1.08M | Sell |
3,570
-1,300
| -27% | -$392K | 0.04% | 197 |
|
|
2023
Q4 | $1.28M | Buy |
4,870
+660
| +16% | +$174K | 0.05% | 186 |
|
|
2023
Q3 | $854K | Sell |
4,210
-900
| -18% | -$183K | 0.04% | 199 |
|
|
2023
Q2 | $1.08M | Hold |
5,110
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $1.02M | Buy |
5,110
+1,010
| +25% | +$202K | 0.04% | 182 |
|
|
2022
Q4 | $544K | Sell |
4,100
-2,600
| -39% | -$345K | 0.02% | 213 |
|
|
2022
Q3 | $965K | Buy |
6,700
+800
| +14% | +$115K | 0.03% | 194 |
|
|
2022
Q2 | $974K | Sell |
5,900
-600
| -9% | -$99.1K | 0.03% | 190 |
|
|
2022
Q1 | $1.38M | Sell |
6,500
-450
| -6% | -$95.5K | 0.04% | 189 |
|
|
2021
Q4 | $1.77M | Sell |
6,950
-150
| -2% | -$38.1K | 0.05% | 184 |
|
|
2021
Q3 | $1.93M | Buy |
7,100
+300
| +4% | +$81.3K | 0.05% | 169 |
|
|
2021
Q2 | $1.66M | Buy |
6,800
+1,000
| +17% | +$244K | 0.05% | 171 |
|
|
2021
Q1 | $1.23M | Sell |
5,800
-300
| -5% | -$63.6K | 0.04% | 182 |
|
|
2020
Q4 | $1.36M | Sell |
6,100
-1,300
| -18% | -$289K | 0.04% | 184 |
|
|
2020
Q3 | $1.86M | Sell |
7,400
-600
| -8% | -$151K | 0.06% | 168 |
|
|
2020
Q2 | $1.5M | Sell |
8,000
-800
| -9% | -$150K | 0.06% | 171 |
|
|
2020
Q1 | $1.27M | Hold |
8,800
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $1.43M | Buy |
8,800
+4,400
| +100% | +$716K | 0.05% | 172 |
|
|
2019
Q3 | $653K | Hold |
4,400
| – | – | 0.02% | 186 |
|
|
2019
Q2 | $667K | Buy |
4,400
+400
| +10% | +$60.6K | 0.02% | 183 |
|
|
2019
Q1 | $634K | Hold |
4,000
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $548K | Hold |
4,000
| – | – | 0.02% | 176 |
|
|
2018
Q3 | $636K | Sell |
4,000
-300
| -7% | -$47.7K | 0.02% | 180 |
|
|
2018
Q2 | $587K | Hold |
4,300
| – | – | 0.02% | 174 |
|
|
2018
Q1 | $500K | Sell |
4,300
-1,000
| -19% | -$116K | 0.02% | 174 |
|
|
2017
Q4 | $542K | Sell |
5,300
-800
| -13% | -$81.8K | 0.02% | 151 |
|
|
2017
Q3 | $570K | Hold |
6,100
| – | – | 0.02% | 149 |
|
|
2017
Q2 | $528K | Buy |
+6,100
| New | +$528K | 0.02% | 155 |
|
|
2017
Q1 | – | Sell |
-9,100
| Closed | -$623K | – | 269 |
|
|
2016
Q4 | $623K | Sell |
9,100
-3,300
| -27% | -$226K | 0.02% | 182 |
|
|
2016
Q3 | $884K | Buy |
12,400
+2,200
| +22% | +$157K | 0.03% | 156 |
|
|
2016
Q2 | $810K | Buy |
10,200
+2,900
| +40% | +$230K | 0.03% | 165 |
|
|
2016
Q1 | $539K | Buy |
+7,300
| New | +$539K | 0.02% | 186 |
|