InterOcean Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.22M | Buy |
4,062
+621
| +18% | +$187K | 0.03% | 185 |
|
|
2023
Q4 | $905K | Sell |
3,441
-52
| -1% | -$13.7K | 0.02% | 208 |
|
|
2023
Q3 | $708K | Buy |
3,493
+440
| +14% | +$89.2K | 0.02% | 225 |
|
|
2023
Q2 | $645K | Sell |
3,053
-70
| -2% | -$14.8K | 0.02% | 234 |
|
|
2023
Q1 | $624K | Sell |
3,123
-53
| -2% | -$10.6K | 0.02% | 227 |
|
|
2022
Q4 | $421K | Sell |
3,176
-472
| -13% | -$62.6K | 0.02% | 287 |
|
|
2022
Q3 | $525K | Buy |
3,648
+500
| +16% | +$72K | 0.02% | 225 |
|
|
2022
Q2 | $520K | Buy |
3,148
+720
| +30% | +$119K | 0.02% | 225 |
|
|
2022
Q1 | $516K | Buy |
2,428
+3
| +0.1% | +$638 | 0.02% | 167 |
|
|
2021
Q4 | $616K | Buy |
2,425
+600
| +33% | +$152K | 0.03% | 155 |
|
|
2021
Q3 | $495K | Sell |
1,825
-1,187
| -39% | -$322K | 0.02% | 157 |
|
|
2021
Q2 | $736K | Buy |
3,012
+490
| +19% | +$120K | 0.04% | 135 |
|
|
2021
Q1 | $534K | Buy |
2,522
+197
| +8% | +$41.7K | 0.03% | 142 |
|
|
2020
Q4 | $517K | Buy |
+2,325
| New | +$517K | 0.03% | 129 |
|