Ironwood 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
Q2
$1.36M Sell
2025
Q1
$1.37M Hold
2024
Q4
$1.71M Sell
2024
Q3
$1.4M Sell
2024
Q2
$1.38M Hold
2024
Q1
$1.62M Sell
2023
Q4
$1.52M Sell
2023
Q3
$1.19M Sell
2023
Q2
$1.25M Sell
2023
Q1
$1.2M Sell
2022
Q4
$864K Sell
2022
Q3
$953K Sell
2022
Q2
$1.12M Hold
2022
Q1
$1.44M Sell
2021
Q4
$1.77M Sell
2021
Q3
$1.9M Sell
2021
Q2
$1.73M Sell
2021
Q1
$1.51M Sell
2020
Q4
$1.61M Sell
2020
Q3
$1.82M Sell
2020
Q2
$1.38M Sell
2020
Q1
$1.13M Sell
2019
Q4
$1.29M Sell
2019
Q3
$1.24M Buy