IIM
INTECH Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.7M | Buy |
306,990
+1,673
| +0.5% | +$456K | 0.79% | 14 |
|
|
2025
Q1 | $81.9M | Buy |
305,317
+17,634
| +6% | +$4.73M | 0.84% | 15 |
|
|
2024
Q4 | $96.2M | Buy |
287,683
+85,126
| +42% | +$28.5M | 0.93% | 15 |
|
|
2024
Q3 | $55.4M | Buy |
202,557
+483
| +0.2% | +$132K | 0.62% | 22 |
|
|
2024
Q2 | $52M | Buy |
202,074
+152,561
| +308% | +$39.2M | 0.65% | 22 |
|
|
2024
Q1 | $14.9M | Buy |
49,513
+22,145
| +81% | +$6.67M | 0.21% | 100 |
|
|
2023
Q4 | $7.2M | Buy |
27,368
+9,094
| +50% | +$2.39M | 0.1% | 195 |
|
|
2023
Q3 | $3.71M | Sell |
18,274
-8,319
| -31% | -$1.69M | 0.05% | 273 |
|
|
2023
Q2 | $5.62M | Sell |
26,593
-1,021
| -4% | -$216K | 0.06% | 263 |
|
|
2023
Q1 | $5.52M | Sell |
27,614
-7,482
| -21% | -$1.49M | 0.04% | 359 |
|
|
2022
Q4 | $4.65M | Sell |
35,096
-19,813
| -36% | -$2.63M | 0.03% | 384 |
|
|
2022
Q3 | $7.9M | Buy |
54,909
+14,310
| +35% | +$2.06M | 0.06% | 308 |
|
|
2022
Q2 | $6.7M | Buy |
+40,599
| New | +$6.7M | 0.04% | 337 |
|