KA
Kintegral Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Sell |
34,370
-52
| -0.2% | -$14.2K | 0.85% | 24 |
|
|
2025
Q1 | $9.24M | Sell |
34,422
-116
| -0.3% | -$31.1K | 0.93% | 22 |
|
|
2024
Q4 | $11.6M | Sell |
34,538
-1,609
| -4% | -$539K | 1.09% | 15 |
|
|
2024
Q3 | $9.91M | Sell |
36,147
-474
| -1% | -$130K | 0.91% | 22 |
|
|
2024
Q2 | $9.42M | Sell |
36,621
-1,248
| -3% | -$321K | 0.9% | 20 |
|
|
2024
Q1 | $11.4M | Sell |
37,869
-118
| -0.3% | -$35.6K | 1.14% | 15 |
|
|
2023
Q4 | $10M | Sell |
37,987
-242
| -0.6% | -$63.7K | 1.11% | 13 |
|
|
2023
Q3 | $7.75M | Sell |
38,229
-23
| -0.1% | -$4.66K | 0.96% | 21 |
|
|
2023
Q2 | $8.08M | Hold |
38,252
| – | – | 0.96% | 17 |
|
|
2023
Q1 | $7.64M | Sell |
38,252
-2,055
| -5% | -$411K | 0.99% | 19 |
|
|
2022
Q4 | $5.34M | Sell |
40,307
-2,415
| -6% | -$320K | 0.71% | 37 |
|
|
2022
Q3 | $6.15M | Hold |
42,722
| – | – | 0.85% | 21 |
|
|
2022
Q2 | $7.05M | Buy |
42,722
+905
| +2% | +$149K | 0.91% | 20 |
|
|
2022
Q1 | $8.88M | Buy |
41,817
+935
| +2% | +$199K | 0.97% | 17 |
|
|
2021
Q4 | $10.4M | Hold |
40,882
| – | – | 1.08% | 15 |
|
|
2021
Q3 | $11.1M | Hold |
40,882
| – | – | 1.3% | 11 |
|
|
2021
Q2 | $9.99M | Hold |
40,882
| – | – | 1.18% | 14 |
|
|
2021
Q1 | $8.66M | Hold |
40,882
| – | – | 1.11% | 15 |
|
|
2020
Q4 | $9.1M | Hold |
40,882
| – | – | 1.23% | 11 |
|
|
2020
Q3 | $10.3M | Sell |
40,882
-1,316
| -3% | -$331K | 1.56% | 11 |
|
|
2020
Q2 | $7.91M | Hold |
42,198
| – | – | 1.27% | 14 |
|
|
2020
Q1 | $6.08M | Buy |
42,198
+4,722
| +13% | +$680K | 1.18% | 14 |
|
|
2019
Q4 | $6.1M | Hold |
37,476
| – | – | 1.11% | 14 |
|
|
2019
Q3 | $5.56M | Hold |
37,476
| – | – | 1.11% | 14 |
|
|
2019
Q2 | $5.69M | Hold |
37,476
| – | – | 1.15% | 14 |
|
|
2019
Q1 | $5.94M | Buy |
37,476
+10,650
| +40% | +$1.69M | 1.25% | 13 |
|
|
2018
Q4 | $3.67M | Buy |
+26,826
| New | +$3.67M | 1.09% | 20 |
|