Ipswich Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,170
+472
| +13% | +$129K | 0.27% | 81 |
|
|
2025
Q1 | $992K | Buy |
3,698
+120
| +3% | +$32.2K | 0.25% | 84 |
|
|
2024
Q4 | $1.2M | Sell |
3,578
-12
| -0.3% | -$4.01K | 0.29% | 73 |
|
|
2024
Q3 | $983K | Sell |
3,590
-50
| -1% | -$13.7K | 0.23% | 88 |
|
|
2024
Q2 | $936K | Buy |
3,640
+31
| +0.9% | +$7.97K | 0.22% | 90 |
|
|
2024
Q1 | $1.09M | Buy |
3,609
+50
| +1% | +$15.1K | 0.25% | 82 |
|
|
2023
Q4 | $937K | Sell |
3,559
-11
| -0.3% | -$2.9K | 0.24% | 88 |
|
|
2023
Q3 | $724K | Sell |
3,570
-31
| -0.9% | -$6.29K | 0.2% | 103 |
|
|
2023
Q2 | $761K | Sell |
3,601
-20
| -0.6% | -$4.23K | 0.2% | 103 |
|
|
2023
Q1 | $723K | Sell |
3,621
-361
| -9% | -$72.1K | 0.2% | 105 |
|
|
2022
Q4 | $528K | Sell |
3,982
-757
| -16% | -$100K | 0.15% | 121 |
|
|
2022
Q3 | $682K | Sell |
4,739
-230
| -5% | -$33.1K | 0.22% | 100 |
|
|
2022
Q2 | $820K | Buy |
4,969
+1,559
| +46% | +$257K | 0.24% | 98 |
|
|
2022
Q1 | $724K | Sell |
3,410
-3,428
| -50% | -$728K | 0.18% | 106 |
|
|
2021
Q4 | $1.74M | Buy |
6,838
+665
| +11% | +$169K | 0.41% | 70 |
|
|
2021
Q3 | $1.67M | Buy |
+6,173
| New | +$1.67M | 0.43% | 69 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$17K | – | 220 |
|
|
2018
Q4 | $17K | Buy |
+125
| New | +$17K | 0.01% | 338 |
|