Integrated Advisors Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
13,197
-1,114
| -8% | -$304K | 0.16% | 153 |
|
|
2025
Q1 | $3.84M | Buy |
14,311
+2,800
| +24% | +$751K | 0.19% | 125 |
|
|
2024
Q4 | $3.85M | Buy |
11,511
+60
| +0.5% | +$20.1K | 0.18% | 131 |
|
|
2024
Q3 | $3.13M | Buy |
11,451
+190
| +2% | +$52K | 0.15% | 164 |
|
|
2024
Q2 | $2.9M | Sell |
11,261
-1,677
| -13% | -$431K | 0.15% | 169 |
|
|
2024
Q1 | $3.9M | Sell |
12,938
-1,591
| -11% | -$479K | 0.2% | 140 |
|
|
2023
Q4 | $3.82M | Buy |
14,529
+155
| +1% | +$40.8K | 0.22% | 133 |
|
|
2023
Q3 | $2.91M | Buy |
14,374
+2,292
| +19% | +$465K | 0.18% | 155 |
|
|
2023
Q2 | $2.55M | Buy |
12,082
+4,954
| +70% | +$1.05M | 0.15% | 171 |
|
|
2023
Q1 | $1.42M | Buy |
7,128
+900
| +14% | +$180K | 0.09% | 230 |
|
|
2022
Q4 | $826K | Buy |
6,228
+83
| +1% | +$11K | 0.05% | 330 |
|
|
2022
Q3 | $884K | Buy |
6,145
+75
| +1% | +$10.8K | 0.06% | 287 |
|
|
2022
Q2 | $1M | Buy |
6,070
+1,055
| +21% | +$174K | 0.07% | 277 |
|
|
2022
Q1 | $1.07M | Buy |
5,015
+947
| +23% | +$201K | 0.06% | 293 |
|
|
2021
Q4 | $1.03M | Sell |
4,068
-3,365
| -45% | -$855K | 0.06% | 278 |
|
|
2021
Q3 | $2.02M | Buy |
7,433
+3,854
| +108% | +$1.05M | 0.13% | 170 |
|
|
2021
Q2 | $874K | Buy |
3,579
+104
| +3% | +$25.4K | 0.06% | 240 |
|
|
2021
Q1 | $736K | Buy |
3,475
+1,471
| +73% | +$312K | 0.07% | 250 |
|
|
2020
Q4 | $446K | Buy |
2,004
+107
| +6% | +$23.8K | 0.05% | 299 |
|
|
2020
Q3 | $477K | Buy |
1,897
+180
| +10% | +$45.3K | 0.06% | 259 |
|
|
2020
Q2 | $322K | Sell |
1,717
-1
| -0.1% | -$188 | 0.04% | 336 |
|
|
2020
Q1 | $247K | Sell |
1,718
-2,437
| -59% | -$350K | 0.05% | 307 |
|
|
2019
Q4 | $676K | Buy |
+4,155
| New | +$676K | 0.09% | 209 |
|