IPAM
Investment Partners Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,672
+183
| +5% | +$49.9K | 0.7% | 41 |
|
|
2025
Q1 | $936K | Buy |
3,489
+45
| +1% | +$12.1K | 0.73% | 39 |
|
|
2024
Q4 | $1.15M | Sell |
3,444
-2
| -0.1% | -$669 | 0.9% | 30 |
|
|
2024
Q3 | $943K | Hold |
3,446
| – | – | 0.77% | 36 |
|
|
2024
Q2 | $886K | Sell |
3,446
-589
| -15% | -$151K | 0.79% | 36 |
|
|
2024
Q1 | $1.22M | Sell |
4,035
-62
| -2% | -$18.7K | 1.1% | 26 |
|
|
2023
Q4 | $1.08M | Buy |
+4,097
| New | +$1.08M | 1.07% | 29 |
|