Intrua Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,417
| Closed | -$380K | – | 377 |
|
|
2025
Q1 | $380K | Sell |
1,417
-296
| -17% | -$79.4K | 0.06% | 241 |
|
|
2024
Q4 | $573K | Sell |
1,713
-265
| -13% | -$88.6K | 0.09% | 173 |
|
|
2024
Q3 | $541K | Buy |
1,978
+92
| +5% | +$25.2K | 0.08% | 207 |
|
|
2024
Q2 | $485K | Sell |
1,886
-520
| -22% | -$134K | 0.07% | 233 |
|
|
2024
Q1 | $725K | Buy |
2,406
+337
| +16% | +$101K | 0.1% | 181 |
|
|
2023
Q4 | $544K | Buy |
2,069
+27
| +1% | +$7.11K | 0.08% | 213 |
|
|
2023
Q3 | $414K | Sell |
2,042
-38
| -2% | -$7.71K | 0.07% | 222 |
|
|
2023
Q2 | $439K | Sell |
2,080
-7
| -0.3% | -$1.48K | 0.07% | 216 |
|
|
2023
Q1 | $421K | Sell |
2,087
-382
| -15% | -$77.1K | 0.09% | 203 |
|
|
2022
Q4 | $361K | Sell |
2,469
-612
| -20% | -$89.6K | 0.08% | 227 |
|
|
2022
Q3 | $443K | Sell |
3,081
-1,927
| -38% | -$277K | 0.12% | 178 |
|
|
2022
Q2 | $827K | Sell |
5,008
-711
| -12% | -$117K | 0.18% | 132 |
|
|
2022
Q1 | $1.21M | Sell |
5,719
-215
| -4% | -$45.6K | 0.22% | 100 |
|
|
2021
Q4 | $1.51M | Sell |
5,934
-117
| -2% | -$29.7K | 0.26% | 85 |
|
|
2021
Q3 | $1.79M | Buy |
6,051
+322
| +6% | +$95K | 0.33% | 61 |
|
|
2021
Q2 | $1.39M | Sell |
5,729
-48
| -0.8% | -$11.6K | 0.33% | 64 |
|
|
2021
Q1 | $1.35M | Buy |
5,777
+3,541
| +158% | +$829K | 0.34% | 62 |
|
|
2020
Q4 | $498K | Buy |
2,236
+713
| +47% | +$159K | 0.22% | 92 |
|
|
2020
Q3 | $380K | Sell |
1,523
-11
| -0.7% | -$2.75K | 0.19% | 117 |
|
|
2020
Q2 | $299K | Buy |
+1,534
| New | +$299K | 0.11% | 179 |
|