IC
Intersect Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.13M | Sell |
6,834
-503
| -7% | -$83K | 0.34% | 69 |
|
|
2022
Q1 | $1.56M | Sell |
7,337
-12
| -0.2% | -$2.55K | 0.3% | 65 |
|
|
2021
Q4 | $1.87M | Sell |
7,349
-4,848
| -40% | -$1.23M | 0.34% | 59 |
|
|
2021
Q3 | $3.31M | Buy |
12,197
+213
| +2% | +$57.8K | 0.57% | 34 |
|
|
2021
Q2 | $2.93M | Buy |
11,984
+608
| +5% | +$148K | 0.52% | 41 |
|
|
2021
Q1 | $2.41M | Buy |
11,376
+613
| +6% | +$130K | 0.49% | 45 |
|
|
2020
Q4 | $2.4M | Buy |
10,763
+791
| +8% | +$176K | 0.53% | 42 |
|
|
2020
Q3 | $2.51M | Buy |
9,972
+1,010
| +11% | +$254K | 0.67% | 30 |
|
|
2020
Q2 | $1.68M | Buy |
8,962
+1,035
| +13% | +$194K | 0.54% | 43 |
|
|
2020
Q1 | $1.14M | Buy |
7,927
+911
| +13% | +$131K | 0.45% | 46 |
|
|
2019
Q4 | $1.14M | Sell |
7,016
-969
| -12% | -$158K | 0.38% | 55 |
|
|
2019
Q3 | $1.19M | Sell |
7,985
-730
| -8% | -$108K | 0.44% | 49 |
|
|
2019
Q2 | $1.32M | Buy |
8,715
+2,390
| +38% | +$363K | 0.51% | 40 |
|
|
2019
Q1 | $1M | Buy |
6,325
+437
| +7% | +$69.2K | 0.42% | 49 |
|
|
2018
Q4 | $806K | Buy |
5,888
+1,970
| +50% | +$270K | 0.39% | 52 |
|
|
2018
Q3 | $623K | Sell |
3,918
-1,057
| -21% | -$168K | 0.27% | 70 |
|
|
2018
Q2 | $679K | Buy |
4,975
+2,101
| +73% | +$287K | 0.33% | 63 |
|
|
2018
Q1 | $334K | Buy |
2,874
+12
| +0.4% | +$1.4K | 0.18% | 86 |
|
|
2017
Q4 | $293K | Hold |
2,862
| – | – | 0.16% | 97 |
|
|
2017
Q3 | $267K | Hold |
2,862
| – | – | 0.15% | 97 |
|
|
2017
Q2 | $248K | Buy |
2,862
+180
| +7% | +$15.6K | 0.15% | 94 |
|
|
2017
Q1 | $221K | Sell |
2,682
-6,150
| -70% | -$507K | 0.19% | 81 |
|
|
2016
Q4 | $605K | Buy |
8,832
+1,900
| +27% | +$130K | 0.45% | 54 |
|
|
2016
Q3 | $494K | Sell |
6,932
-278
| -4% | -$19.8K | 0.39% | 57 |
|
|
2016
Q2 | $573K | Sell |
7,210
-14
| -0.2% | -$1.11K | 0.35% | 56 |
|
|
2016
Q1 | $533K | Buy |
7,224
+1,495
| +26% | +$110K | 0.34% | 60 |
|
|
2015
Q4 | $449K | Sell |
5,729
-1,014
| -15% | -$79.5K | 0.39% | 61 |
|
|
2015
Q3 | $468K | Buy |
6,743
+84
| +1% | +$5.83K | 0.43% | 54 |
|
|
2015
Q2 | $464K | Sell |
6,659
-1,250
| -16% | -$87.1K | 0.39% | 56 |
|
|
2015
Q1 | $576K | Buy |
7,909
+7,605
| +2,502% | +$554K | 0.44% | 48 |
|
|
2014
Q4 | $18K | Buy |
+304
| New | +$18K | 0.02% | 286 |
|