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Iron Gate Global Advisors’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
950
-759
-44% -$207K 0.03% 71
2025
Q1
$459K Sell
1,709
-118
-6% -$31.7K 0.06% 54
2024
Q4
$611K Sell
1,827
-89
-5% -$29.8K 0.09% 53
2024
Q3
$524K Sell
1,916
-7
-0.4% -$1.92K 0.08% 47
2024
Q2
$494K Sell
1,923
-4
-0.2% -$1.03K 0.08% 48
2024
Q1
$581K Sell
1,927
-95
-5% -$28.6K 0.1% 51
2023
Q4
$532K Sell
2,022
-10
-0.5% -$2.63K 0.11% 49
2023
Q3
$413K Sell
2,032
-61
-3% -$12.4K 0.09% 51
2023
Q2
$442K Sell
2,093
-41
-2% -$8.66K 0.1% 51
2023
Q1
$426K Sell
2,134
-129
-6% -$25.8K 0.11% 51
2022
Q4
$300K Sell
2,263
-1,196
-35% -$159K 0.08% 62
2022
Q3
$504K Sell
3,459
-27
-0.8% -$3.93K 0.14% 45
2022
Q2
$571K Buy
3,486
+498
+17% +$81.6K 0.16% 45
2022
Q1
$634K Buy
2,988
+217
+8% +$46K 0.14% 46
2021
Q4
$680K Buy
2,771
+212
+8% +$52K 0.16% 46
2021
Q3
$695K Sell
2,559
-12
-0.5% -$3.26K 0.19% 45
2021
Q2
$628K Buy
2,571
+1,241
+93% +$303K 0.18% 47
2021
Q1
$281K Buy
+1,330
New +$281K 0.09% 76
2020
Q4
Sell
-840
Closed -$211K 94
2020
Q3
$211K Buy
+840
New +$211K 0.09% 83