IronBridge Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.06M | Buy |
+11,386
| New | +$3.06M | 1.2% | 25 |
|
|
2023
Q3 | – | Sell |
-8,177
| Closed | -$1.73M | – | 38 |
|
|
2023
Q2 | $1.73M | Buy |
+8,177
| New | +$1.73M | 0.97% | 26 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$2K | – | 83 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 265 |
|
|
2021
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 245 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 276 |
|