IIM
Ironwood Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,997
-112
| -2% | -$30.5K | 0.66% | 48 |
|
|
2025
Q1 | $1.37M | Hold |
5,109
| – | – | 0.75% | 45 |
|
|
2024
Q4 | $1.71M | Sell |
5,109
-10
| -0.2% | -$3.34K | 0.85% | 34 |
|
|
2024
Q3 | $1.4M | Sell |
5,119
-244
| -5% | -$66.8K | 0.68% | 48 |
|
|
2024
Q2 | $1.38M | Hold |
5,363
| – | – | 0.74% | 40 |
|
|
2024
Q1 | $1.62M | Sell |
5,363
-423
| -7% | -$127K | 0.79% | 38 |
|
|
2023
Q4 | $1.52M | Sell |
5,786
-75
| -1% | -$19.7K | 0.8% | 36 |
|
|
2023
Q3 | $1.19M | Sell |
5,861
-40
| -0.7% | -$8.11K | 0.73% | 43 |
|
|
2023
Q2 | $1.25M | Sell |
5,901
-111
| -2% | -$23.5K | 0.72% | 41 |
|
|
2023
Q1 | $1.2M | Sell |
6,012
-507
| -8% | -$101K | 0.75% | 45 |
|
|
2022
Q4 | $864K | Sell |
6,519
-109
| -2% | -$14.5K | 0.57% | 59 |
|
|
2022
Q3 | $953K | Sell |
6,628
-133
| -2% | -$19.1K | 0.67% | 54 |
|
|
2022
Q2 | $1.12M | Hold |
6,761
| – | – | 0.75% | 47 |
|
|
2022
Q1 | $1.44M | Sell |
6,761
-196
| -3% | -$41.6K | 0.78% | 40 |
|
|
2021
Q4 | $1.77M | Sell |
6,957
-50
| -0.7% | -$12.7K | 0.87% | 34 |
|
|
2021
Q3 | $1.9M | Sell |
7,007
-90
| -1% | -$24.4K | 0.98% | 26 |
|
|
2021
Q2 | $1.73M | Sell |
7,097
-40
| -0.6% | -$9.77K | 0.88% | 28 |
|
|
2021
Q1 | $1.51M | Sell |
7,137
-96
| -1% | -$20.3K | 0.8% | 37 |
|
|
2020
Q4 | $1.61M | Sell |
7,233
-15
| -0.2% | -$3.34K | 0.94% | 29 |
|
|
2020
Q3 | $1.82M | Sell |
7,248
-115
| -2% | -$28.9K | 1.3% | 16 |
|
|
2020
Q2 | $1.38M | Sell |
7,363
-458
| -6% | -$85.8K | 1.07% | 23 |
|
|
2020
Q1 | $1.13M | Sell |
7,821
-93
| -1% | -$13.4K | 1.13% | 22 |
|
|
2019
Q4 | $1.29M | Sell |
7,914
-404
| -5% | -$65.7K | 0.89% | 32 |
|
|
2019
Q3 | $1.24M | Buy |
+8,318
| New | +$1.24M | 0.93% | 30 |
|