Ironwood Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
5,018
+1,615
| +47% | +$440K | 0.21% | 103 |
|
|
2025
Q1 | $913K | Buy |
3,403
+79
| +2% | +$21.2K | 0.16% | 121 |
|
|
2024
Q4 | $1.11M | Sell |
3,324
-42
| -1% | -$14K | 0.19% | 112 |
|
|
2024
Q3 | $921K | Sell |
3,366
-19
| -0.6% | -$5.2K | 0.15% | 123 |
|
|
2024
Q2 | $870K | Sell |
3,385
-40
| -1% | -$10.3K | 0.16% | 126 |
|
|
2024
Q1 | $1.03M | Sell |
3,425
-184
| -5% | -$55.4K | 0.18% | 112 |
|
|
2023
Q4 | $950K | Sell |
3,609
-63
| -2% | -$16.6K | 0.18% | 118 |
|
|
2023
Q3 | $745K | Buy |
3,672
+2,287
| +165% | +$464K | 0.16% | 126 |
|
|
2023
Q2 | $293K | Sell |
1,385
-161
| -10% | -$34K | 0.07% | 170 |
|
|
2023
Q1 | $309K | Buy |
+1,546
| New | +$309K | 0.07% | 167 |
|