Integrated Wealth Concepts’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06M | Buy |
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|
2025
Q1 | $6.15M | Buy |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $5.14M | Sell |
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|
2024
Q2 | $5.34M | Sell |
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|
2024
Q1 | $6.95M | Buy |
|
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|
2023
Q4 | $5.39M | Sell |
|
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $3.11M | Buy |
|
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|
2022
Q4 | $1.43M | Sell |
|
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|
2022
Q3 | $2.59M | Sell |
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|
2022
Q2 | $3.34M | Buy |
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|
2022
Q1 | $3.41M | Sell |
|
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|
2021
Q4 | $4.41M | Buy |
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|
2021
Q3 | $4.63M | Buy |
|
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|
2021
Q2 | $3.23M | Buy |
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|
2021
Q1 | $2.67M | Buy |
|
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $933K | Buy |
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|
2020
Q1 | $578K | Buy |
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|
2019
Q4 | $518K | Buy |
|
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|
2019
Q3 | $378K | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $296K | Buy |
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $211K | Buy |
|