Integrated Investment Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
3,054
-492
| -14% | -$134K | 0.16% | 98 |
|
|
2025
Q1 | $952K | Buy |
3,546
+2,036
| +135% | +$546K | 0.19% | 85 |
|
|
2024
Q4 | $505K | Buy |
1,510
+52
| +4% | +$17.4K | 0.1% | 154 |
|
|
2024
Q3 | $399K | Sell |
1,458
-195
| -12% | -$53.4K | 0.09% | 182 |
|
|
2024
Q2 | $498K | Hold |
1,653
| – | – | 0.14% | 123 |
|
|
2024
Q1 | $498K | Sell |
1,653
-139
| -8% | -$41.9K | 0.14% | 123 |
|
|
2023
Q4 | $472K | Hold |
1,792
| – | – | 0.15% | 129 |
|
|
2023
Q3 | $363K | Sell |
1,792
-259
| -13% | -$52.5K | 0.13% | 136 |
|
|
2023
Q2 | $433K | Buy |
2,051
+17
| +0.8% | +$3.59K | 0.14% | 136 |
|
|
2023
Q1 | $406K | Sell |
2,034
-17
| -0.8% | -$3.4K | 0.13% | 142 |
|
|
2022
Q4 | $272K | Buy |
2,051
+390
| +23% | +$51.7K | 0.09% | 185 |
|
|
2022
Q3 | $239K | Buy |
1,661
+102
| +7% | +$14.7K | 0.1% | 183 |
|
|
2022
Q2 | $257K | Buy |
1,559
+19
| +1% | +$3.13K | 0.09% | 185 |
|
|
2022
Q1 | $327K | Sell |
1,540
-55
| -3% | -$11.7K | 0.09% | 207 |
|
|
2021
Q4 | $405K | Buy |
1,595
+15
| +0.9% | +$3.81K | 0.11% | 171 |
|
|
2021
Q3 | $429K | Buy |
1,580
+203
| +15% | +$55.1K | 0.13% | 148 |
|
|
2021
Q2 | $336K | Buy |
1,377
+81
| +6% | +$19.8K | 0.1% | 200 |
|
|
2021
Q1 | $275K | Buy |
1,296
+7
| +0.5% | +$1.49K | 0.09% | 196 |
|
|
2020
Q4 | $287K | Hold |
1,289
| – | – | 0.11% | 173 |
|
|
2020
Q3 | $324K | Buy |
1,289
+20
| +2% | +$5.03K | 0.15% | 120 |
|
|
2020
Q2 | $238K | Buy |
+1,269
| New | +$238K | 0.11% | 134 |
|
|
2020
Q1 | – | Sell |
-1,269
| Closed | -$206K | – | 154 |
|
|
2019
Q4 | $206K | Buy |
+1,269
| New | +$206K | 0.09% | 168 |
|
|
2019
Q2 | – | Sell |
-1,281
| Closed | -$203K | – | 154 |
|
|
2019
Q1 | $203K | Sell |
1,281
-1,640
| -56% | -$260K | 0.11% | 136 |
|
|
2018
Q4 | $401K | Buy |
2,921
+25
| +0.9% | +$3.43K | 0.21% | 77 |
|
|
2018
Q3 | $461K | Hold |
2,896
| – | – | 0.22% | 72 |
|
|
2018
Q2 | $395K | Sell |
2,896
-274
| -9% | -$37.4K | 0.21% | 79 |
|
|
2018
Q1 | $369K | Buy |
+3,170
| New | +$369K | 0.15% | 91 |
|
|
2017
Q3 | $321K | Buy |
3,438
+58
| +2% | +$5.42K | 0.14% | 91 |
|
|
2017
Q2 | $293K | Hold |
3,380
| – | – | 0.13% | 96 |
|
|
2017
Q1 | $279K | Sell |
3,380
-50
| -1% | -$4.13K | 0.13% | 102 |
|
|
2016
Q4 | $235K | Buy |
3,430
+706
| +26% | +$48.4K | 0.11% | 116 |
|
|
2016
Q3 | $192K | Sell |
2,724
-111
| -4% | -$7.82K | 0.1% | 139 |
|
|
2016
Q2 | $225K | Buy |
2,835
+37
| +1% | +$2.94K | 0.13% | 110 |
|
|
2016
Q1 | $209K | Sell |
2,798
-189
| -6% | -$14.1K | 0.12% | 109 |
|
|
2015
Q4 | $214K | Buy |
+2,987
| New | +$214K | 0.17% | 101 |
|