Intrepid Financial Planning Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
853
| – | – | 0.1% | 108 |
|
|
2025
Q1 | $229K | Sell |
853
-100
| -10% | -$26.8K | 0.11% | 104 |
|
|
2024
Q4 | $319K | Hold |
953
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $261K | Hold |
953
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $245K | Buy |
953
+5
| +0.5% | +$1.29K | 0.11% | 106 |
|
|
2024
Q1 | $286K | Hold |
948
| – | – | 0.12% | 100 |
|
|
2023
Q4 | $249K | Buy |
+948
| New | +$249K | 0.12% | 104 |
|
|
2023
Q3 | – | Sell |
-948
| Closed | -$200K | – | 122 |
|
|
2023
Q2 | $200K | Buy |
+948
| New | +$200K | 0.1% | 109 |
|