Neo Ivy Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,074
| Closed | -$359K | – | 315 |
|
|
2024
Q4 | $359K | Buy |
+1,074
| New | +$359K | 0.07% | 193 |
|
|
2024
Q3 | – | Sell |
-26,008
| Closed | -$6.69M | – | 294 |
|
|
2024
Q2 | $6.69M | Buy |
+26,008
| New | +$6.69M | 1.31% | 2 |
|
|
2023
Q3 | – | Sell |
-14,892
| Closed | -$3.15M | – | 348 |
|
|
2023
Q2 | $3.15M | Buy |
+14,892
| New | +$3.15M | 1.66% | 7 |
|
|
2022
Q4 | – | Sell |
-275
| Closed | -$40K | – | 377 |
|
|
2022
Q3 | $40K | Buy |
275
+103
| +60% | +$15K | 0.11% | 245 |
|
|
2022
Q2 | $28K | Sell |
172
-770
| -82% | -$125K | 0.08% | 283 |
|
|
2022
Q1 | $200K | Buy |
942
+174
| +23% | +$36.9K | 0.18% | 200 |
|
|
2021
Q4 | $195K | Buy |
+768
| New | +$195K | 0.28% | 143 |
|
|
2021
Q3 | – | Sell |
-1,510
| Closed | -$369K | – | 496 |
|
|
2021
Q2 | $369K | Sell |
1,510
-39
| -3% | -$9.53K | 0.37% | 101 |
|
|
2021
Q1 | $328K | Buy |
1,549
+535
| +53% | +$113K | 0.36% | 95 |
|
|
2020
Q4 | $226K | Buy |
1,014
+342
| +51% | +$76.2K | 0.25% | 142 |
|
|
2020
Q3 | $168K | Buy |
+672
| New | +$168K | 0.17% | 217 |
|
|
2020
Q2 | – | Sell |
-2,489
| Closed | -$358K | – | 481 |
|
|
2020
Q1 | $358K | Buy |
2,489
+202
| +9% | +$29.1K | 0.58% | 30 |
|
|
2019
Q4 | $372K | Buy |
+2,287
| New | +$372K | 0.43% | 106 |
|
|
2019
Q2 | – | Sell |
-7,031
| Closed | -$1.11M | – | 293 |
|
|
2019
Q1 | $1.11M | Buy |
+7,031
| New | +$1.11M | 0.63% | 62 |
|