AAM
Autus Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.88M | Sell |
29,250
-3,142
| -10% | -$417K | 0.7% | 55 |
|
|
2022
Q3 | $4.66M | Sell |
32,392
-216
| -0.7% | -$31.1K | 0.89% | 47 |
|
|
2022
Q2 | $5.38M | Buy |
32,608
+1,288
| +4% | +$213K | 0.96% | 44 |
|
|
2022
Q1 | $6.65M | Sell |
31,320
-5,990
| -16% | -$1.27M | 1% | 41 |
|
|
2021
Q4 | $9.48M | Buy |
37,310
+380
| +1% | +$96.6K | 0.95% | 43 |
|
|
2021
Q3 | $10M | Buy |
36,930
+673
| +2% | +$183K | 1.1% | 40 |
|
|
2021
Q2 | $8.86M | Sell |
36,257
-377
| -1% | -$92.1K | 0.97% | 42 |
|
|
2021
Q1 | $7.76M | Buy |
36,634
+3,936
| +12% | +$834K | 0.91% | 45 |
|
|
2020
Q4 | $7.28M | Sell |
32,698
-2,329
| -7% | -$518K | 0.94% | 42 |
|
|
2020
Q3 | $8.8M | Buy |
35,027
+1,116
| +3% | +$280K | 1.17% | 34 |
|
|
2020
Q2 | $6.35M | Buy |
33,911
+1,152
| +4% | +$216K | 0.93% | 45 |
|
|
2020
Q1 | $4.72M | Buy |
32,759
+4,102
| +14% | +$591K | 0.83% | 47 |
|
|
2019
Q4 | $4.66M | Buy |
28,657
+1,718
| +6% | +$279K | 0.68% | 51 |
|
|
2019
Q3 | $4M | Buy |
26,939
+1,058
| +4% | +$157K | 0.63% | 52 |
|
|
2019
Q2 | $3.93M | Buy |
25,881
+6,763
| +35% | +$1.03M | 0.62% | 55 |
|
|
2019
Q1 | $3.03M | Buy |
+19,118
| New | +$3.03M | 0.5% | 61 |
|