IIA
IPG Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
13,231
+2,869
| +28% | +$783K | 0.71% | 37 |
|
|
2025
Q1 | $2.78M | Sell |
10,362
-5,661
| -35% | -$1.52M | 0.63% | 37 |
|
|
2024
Q4 | $5.36M | Buy |
16,023
+3,157
| +25% | +$1.06M | 1.22% | 23 |
|
|
2024
Q3 | $3.53M | Sell |
12,866
-2,825
| -18% | -$774K | 0.77% | 33 |
|
|
2024
Q2 | $4.03M | Buy |
15,691
+4,158
| +36% | +$1.07M | 0.88% | 36 |
|
|
2024
Q1 | $3.48M | Sell |
11,533
-3,695
| -24% | -$1.11M | 0.76% | 35 |
|
|
2023
Q4 | $4.01M | Sell |
15,228
-2,001
| -12% | -$527K | 0.8% | 33 |
|
|
2023
Q3 | $3.49M | Buy |
17,229
+8,383
| +95% | +$1.7M | 0.77% | 33 |
|
|
2023
Q2 | $1.87M | Sell |
8,846
-2,557
| -22% | -$540K | 0.41% | 42 |
|
|
2023
Q1 | $2.28M | Buy |
11,403
+2,644
| +30% | +$528K | 0.52% | 35 |
|
|
2022
Q4 | $1.16M | Sell |
8,759
-2,222
| -20% | -$295K | 0.32% | 47 |
|
|
2022
Q3 | $1.58M | Buy |
10,981
+552
| +5% | +$79.4K | 0.44% | 42 |
|
|
2022
Q2 | $1.72M | Buy |
10,429
+51
| +0.5% | +$8.42K | 0.43% | 43 |
|
|
2022
Q1 | $2.2M | Buy |
10,378
+2,310
| +29% | +$490K | 0.42% | 38 |
|
|
2021
Q4 | $2.05M | Buy |
8,068
+43
| +0.5% | +$10.9K | 0.37% | 50 |
|
|
2021
Q3 | $2.18M | Sell |
8,025
-196
| -2% | -$53.2K | 0.69% | 29 |
|
|
2021
Q2 | $2.01M | Sell |
8,221
-18
| -0.2% | -$4.4K | 0.59% | 30 |
|
|
2021
Q1 | $1.75M | Buy |
8,239
+556
| +7% | +$118K | 0.34% | 49 |
|
|
2020
Q4 | $1.71M | Buy |
7,683
+1,562
| +26% | +$348K | 0.4% | 46 |
|
|
2020
Q3 | $1.54M | Sell |
6,121
-834
| -12% | -$210K | 0.44% | 42 |
|
|
2020
Q2 | $1.3M | Buy |
6,955
+325
| +5% | +$60.9K | 0.44% | 39 |
|
|
2020
Q1 | $955K | Buy |
6,630
+1,125
| +20% | +$162K | 0.4% | 46 |
|
|
2019
Q4 | $895K | Buy |
5,505
+1,795
| +48% | +$292K | 0.28% | 54 |
|
|
2019
Q3 | $551K | Buy |
3,710
+55
| +2% | +$8.16K | 0.19% | 65 |
|
|
2019
Q2 | $555K | Sell |
3,655
-1,475
| -29% | -$224K | 0.2% | 69 |
|
|
2019
Q1 | $812K | Buy |
+5,130
| New | +$812K | 0.28% | 52 |
|
|
2018
Q4 | – | Sell |
-1,630
| Closed | -$259K | – | 150 |
|
|
2018
Q3 | $259K | Buy |
+1,630
| New | +$259K | 0.08% | 139 |
|