International Assets Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
2,436
-1,081
| -31% | -$295K | 0.05% | 347 |
|
|
2025
Q1 | $944K | Buy |
3,517
+166
| +5% | +$44.6K | 0.08% | 249 |
|
|
2024
Q4 | $1.11M | Sell |
3,351
-999,497
| -100% | -$331M | 0.09% | 206 |
|
|
2024
Q3 | $3.66K | Buy |
1,002,848
+998,628
| +23,664% | +$3.65K | 0.01% | 670 |
|
|
2024
Q2 | $1.09M | Sell |
4,220
-1,104
| -21% | -$284K | 0.1% | 186 |
|
|
2024
Q1 | $1.61M | Sell |
5,324
-20
| -0.4% | -$6.05K | 0.17% | 127 |
|
|
2023
Q4 | $1.41M | Sell |
5,344
-576
| -10% | -$152K | 0.18% | 121 |
|
|
2023
Q3 | $1.2M | Buy |
5,920
+978
| +20% | +$198K | 0.16% | 125 |
|
|
2023
Q2 | $1.04M | Sell |
4,942
-397
| -7% | -$83.9K | 0.14% | 146 |
|
|
2023
Q1 | $1.07M | Sell |
5,339
-3,299
| -38% | -$659K | 0.15% | 131 |
|
|
2022
Q4 | $1.15M | Buy |
8,638
+2,215
| +34% | +$294K | 0.12% | 173 |
|
|
2022
Q3 | $924K | Buy |
6,423
+94
| +1% | +$13.5K | 0.2% | 117 |
|
|
2022
Q2 | $1.05K | Sell |
6,329
-438
| -6% | -$72 | 0.09% | 110 |
|
|
2022
Q1 | $1.44M | Sell |
6,767
-1,057
| -14% | -$224K | 0.26% | 86 |
|
|
2021
Q4 | $1.99M | Buy |
7,824
+173
| +2% | +$44K | 0.35% | 57 |
|
|
2021
Q3 | $2.08M | Buy |
7,651
+621
| +9% | +$168K | 0.37% | 52 |
|
|
2021
Q2 | $1.72M | Sell |
7,030
-3,276
| -32% | -$800K | 0.32% | 64 |
|
|
2021
Q1 | $2.23M | Buy |
10,306
+6,158
| +148% | +$1.33M | 0.21% | 102 |
|
|
2020
Q4 | $923K | Sell |
4,148
-177
| -4% | -$39.4K | 0.17% | 121 |
|
|
2020
Q3 | $1.09M | Sell |
4,325
-2,486
| -36% | -$625K | 0.27% | 81 |
|
|
2020
Q2 | $1.28M | Buy |
6,811
+688
| +11% | +$129K | 0.31% | 68 |
|
|
2020
Q1 | $882K | Buy |
+6,123
| New | +$882K | 0.27% | 75 |
|