ICP
Interchange Capital Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
4,603
+185
| +4% | +$50.5K | 0.29% | 70 |
|
|
2025
Q1 | $1.19M | Buy |
4,418
+352
| +9% | +$94.5K | 0.33% | 68 |
|
|
2024
Q4 | $1.36M | Sell |
4,066
-314
| -7% | -$105K | 0.49% | 59 |
|
|
2024
Q3 | $1.2M | Sell |
4,380
-617
| -12% | -$169K | 0.42% | 64 |
|
|
2024
Q2 | $1.28M | Buy |
4,997
+2,413
| +93% | +$620K | 0.47% | 57 |
|
|
2024
Q1 | $785K | Sell |
2,584
-255
| -9% | -$77.5K | 0.53% | 51 |
|
|
2023
Q4 | $746K | Sell |
2,839
-299
| -10% | -$78.6K | 0.56% | 46 |
|
|
2023
Q3 | $637K | Buy |
3,138
+579
| +23% | +$118K | 0.51% | 49 |
|
|
2023
Q2 | $540K | Sell |
2,559
-1,809
| -41% | -$382K | 0.41% | 65 |
|
|
2023
Q1 | $879K | Buy |
4,368
+2,146
| +97% | +$432K | 0.48% | 58 |
|
|
2022
Q4 | $295K | Buy |
2,222
+193
| +10% | +$25.6K | 0.3% | 79 |
|
|
2022
Q3 | $291K | Buy |
2,029
+20
| +1% | +$2.87K | 0.32% | 88 |
|
|
2022
Q2 | $331K | Buy |
2,009
+286
| +17% | +$47.1K | 0.37% | 85 |
|
|
2022
Q1 | $365K | Buy |
+1,723
| New | +$365K | 0.38% | 94 |
|
|
2021
Q4 | – | Sell |
-1,655
| Closed | -$448K | – | 158 |
|
|
2021
Q3 | $448K | Sell |
1,655
-73
| -4% | -$19.8K | 0.75% | 50 |
|
|
2021
Q2 | $422K | Sell |
1,728
-140
| -7% | -$34.2K | 0.65% | 56 |
|
|
2021
Q1 | $405K | Sell |
1,868
-116
| -6% | -$25.2K | 0.22% | 140 |
|
|
2020
Q4 | $441K | Buy |
+1,984
| New | +$441K | 0.24% | 112 |
|