International Assets Investment Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$662K Hold
2025
Q2
$664K Sell
2025
Q1
$944K Buy
2024
Q4
$1.11M Sell
2024
Q3
$3.66K Buy
2024
Q2
$1.09M Sell
2024
Q1
$1.61M Sell
2023
Q4
$1.41M Sell
2023
Q3
$1.2M Buy
2023
Q2
$1.04M Sell
2023
Q1
$1.07M Sell
2022
Q4
$1.15M Buy
2022
Q3
$924K Buy
2022
Q2
$1.04K Sell
2022
Q1
$1.44M Sell
2021
Q4
$1.99M Buy
2021
Q3
$2.08M Buy
2021
Q2
$1.72M Sell
2021
Q1
$2.23M Buy
2020
Q4
$923K Sell
2020
Q3
$1.09M Sell
2020
Q2
$1.28M Buy
2020
Q1
$882K Buy