Intellectus Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $455K | Buy |
2,436
+1,136
| +87% | +$235K | 0.09% | 214 |
|
|
2025
Q4 | $345K | Buy |
1,300
+80
| +7% | +$19.9K | 0.07% | 221 |
|
|
2025
Q3 | $290K | Sell |
1,220
-61
| -5% | -$15.4K | 0.06% | 241 |
|
|
2025
Q2 | $350K | Hold |
1,281
| – | – | 0.08% | 220 |
|
|
2025
Q1 | $344K | Hold |
1,281
| – | – | 0.08% | 216 |
|
|
2024
Q4 | $429K | Hold |
1,281
| – | – | 0.09% | 202 |
|
|
2024
Q3 | $351K | Sell |
1,281
-3,814
| -75% | -$977K | 0.09% | 204 |
|
|
2024
Q2 | $1.31M | Sell |
5,095
-517
| -9% | -$138K | 0.36% | 76 |
|
|
2024
Q1 | $1.69M | Hold |
5,612
| – | – | 0.45% | 64 |
|
|
2023
Q4 | $1.48M | Sell |
5,612
-70
| -1% | -$15.8K | 0.43% | 67 |
|
|
2023
Q3 | $1.15M | Sell |
5,682
-70
| -1% | -$15.1K | 0.36% | 80 |
|
|
2023
Q2 | $1.22M | Sell |
5,752
-5,079
| -47% | -$1.04M | 0.36% | 75 |
|
|
2023
Q1 | $2.16M | Sell |
10,831
-383
| -3% | -$64.7K | 0.68% | 41 |
|
|
2022
Q4 | $1.49M | Buy |
11,214
+95
| +0.9% | +$13.9K | 0.52% | 57 |
|
|
2022
Q3 | $1.6M | Buy |
11,119
+1,292
| +13% | +$219K | 0.57% | 48 |
|
|
2022
Q2 | $1.62M | Buy |
9,827
+95
| +1% | +$16.8K | 0.56% | 48 |
|
|
2022
Q1 | $2.07M | Sell |
9,732
-307
| -3% | -$66.1K | 0.62% | 42 |
|
|
2021
Q4 | $2.55M | Sell |
10,039
-183
| -2% | -$51.4K | 0.65% | 39 |
|
|
2021
Q3 | $2.77M | Buy |
10,222
+79
| +0.8% | +$20.1K | 0.67% | 35 |
|
|
2021
Q2 | $2.48M | Buy |
10,143
+206
| +2% | +$47.5K | 0.56% | 45 |
|
|
2021
Q1 | $2.1M | Buy |
9,937
+1,240
| +14% | +$276K | 0.58% | 44 |
|
|
2020
Q4 | $1.94M | Buy |
8,697
+660
| +8% | +$161K | 0.58% | 43 |
|
|
2020
Q3 | $2.02M | Sell |
8,037
-1,594
| -17% | -$349K | 0.76% | 29 |
|
|
2020
Q2 | $1.8M | Buy |
9,631
+9
| +0.1% | +$1.52K | 0.7% | 34 |
|
|
2020
Q1 | $1.39M | Buy |
9,622
+1,343
| +16% | +$230K | 0.66% | 36 |
|
|
2019
Q4 | $1.35M | Buy |
8,279
+4,310
| +109% | +$676K | 0.55% | 47 |
|
|
2019
Q3 | $589K | Buy |
3,969
+2
| +0.1% | +$304 | 0.26% | 122 |
|
|
2019
Q2 | $602K | Sell |
3,967
-86
| -2% | -$13.5K | 0.26% | 115 |
|
|
2019
Q1 | $642K | Sell |
4,053
-50
| -1% | -$7.75K | 0.28% | 102 |
|
|
2018
Q4 | $562K | Sell |
4,103
-1,340
| -25% | -$184K | 0.39% | 68 |
|
|
2018
Q3 | $866K | Sell |
5,443
-100
| -2% | -$14.8K | 0.31% | 96 |
|
|
2018
Q2 | $756K | Sell |
5,543
-12,984
| -70% | -$1.66M | 0.28% | 104 |
|
|
2018
Q1 | $2.15M | Sell |
18,527
-6,276
| -25% | -$721K | 0.74% | 31 |
|
|
2017
Q4 | $2.54M | Sell |
24,803
-546
| -2% | -$55.6K | 0.95% | 19 |
|
|
2017
Q3 | $2.37M | Sell |
25,349
-365
| -1% | -$33.6K | 0.98% | 20 |
|
|
2017
Q2 | $2.23M | Buy |
25,714
+878
| +4% | +$76.5K | 1.01% | 18 |
|
|
2017
Q1 | $2.05M | Sell |
24,836
-19
| -0.1% | -$1.52K | 1.04% | 15 |
|
|
2016
Q4 | $1.7M | Buy |
+24,855
| New | +$1.8M | 0.89% | 20 |
|
Other funds holding CRM
VCM
VPM
