Investment Research & Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
15,260
+188
| +1% | +$51.3K | 1.55% | 18 |
|
|
2025
Q1 | $4.04M | Buy |
15,072
+33
| +0.2% | +$8.86K | 1.69% | 18 |
|
|
2024
Q4 | $5.03M | Sell |
15,039
-130
| -0.9% | -$43.5K | 2.09% | 12 |
|
|
2024
Q3 | $4.15M | Buy |
15,169
+296
| +2% | +$81K | 1.75% | 16 |
|
|
2024
Q2 | $3.82M | Buy |
14,873
+30
| +0.2% | +$7.71K | 1.69% | 17 |
|
|
2024
Q1 | $4.47M | Buy |
14,843
+197
| +1% | +$59.3K | 2.06% | 13 |
|
|
2023
Q4 | $3.85M | Buy |
14,646
+34
| +0.2% | +$8.95K | 1.97% | 14 |
|
|
2023
Q3 | $2.96M | Buy |
14,612
+292
| +2% | +$59.2K | 1.68% | 15 |
|
|
2023
Q2 | $3.03M | Buy |
14,320
+389
| +3% | +$82.2K | 1.75% | 13 |
|
|
2023
Q1 | $2.78M | Buy |
13,931
+4,218
| +43% | +$843K | 1.79% | 13 |
|
|
2022
Q4 | $1.29M | Sell |
9,713
-5,070
| -34% | -$672K | 0.85% | 31 |
|
|
2022
Q3 | $2.13M | Buy |
14,783
+650
| +5% | +$93.5K | 1.59% | 18 |
|
|
2022
Q2 | $2.33M | Buy |
14,133
+1,426
| +11% | +$235K | 1.69% | 16 |
|
|
2022
Q1 | $2.7M | Buy |
12,707
+1,846
| +17% | +$392K | 1.69% | 14 |
|
|
2021
Q4 | $2.76M | Buy |
10,861
+58
| +0.5% | +$14.7K | 1.68% | 16 |
|
|
2021
Q3 | $2.94M | Sell |
10,803
-11
| -0.1% | -$3K | 1.93% | 14 |
|
|
2021
Q2 | $2.64M | Sell |
10,814
-21
| -0.2% | -$5.13K | 1.74% | 15 |
|
|
2021
Q1 | $2.3M | Sell |
10,835
-235
| -2% | -$49.8K | 1.69% | 19 |
|
|
2020
Q4 | $2.46M | Buy |
11,070
+295
| +3% | +$65.6K | 1.83% | 16 |
|
|
2020
Q3 | $2.71M | Sell |
10,775
-172
| -2% | -$43.2K | 2.25% | 10 |
|
|
2020
Q2 | $2.04M | Buy |
10,947
+6,359
| +139% | +$1.19M | 1.83% | 15 |
|
|
2020
Q1 | $661K | Buy |
4,588
+3,815
| +494% | +$550K | 0.61% | 28 |
|
|
2019
Q4 | $126K | Buy |
+773
| New | +$126K | 0.12% | 62 |
|