Ipswich Investment Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Buy
2025
Q2
$1.14M Buy
2025
Q1
$992K Buy
2024
Q4
$1.2M Sell
2024
Q3
$983K Sell
2024
Q2
$936K Buy
2024
Q1
$1.09M Buy
2023
Q4
$937K Sell
2023
Q3
$724K Sell
2023
Q2
$761K Sell
2023
Q1
$723K Sell
2022
Q4
$528K Sell
2022
Q3
$682K Sell
2022
Q2
$820K Buy
2022
Q1
$724K Sell
2021
Q4
$1.74M Buy
2021
Q3
$1.67M Buy
2019
Q1
Sell
2018
Q4
$17K Buy