Blue Whale Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-133,176
| Closed | -$32.5M | – | 21 |
|
|
2021
Q2 | $32.5M | Sell |
133,176
-10,000
| -7% | -$2.44M | 3.7% | 14 |
|
|
2021
Q1 | $30.3M | Buy |
143,176
+6,500
| +5% | +$1.38M | 4% | 12 |
|
|
2020
Q4 | $30.4M | Buy |
136,676
+37,400
| +38% | +$8.32M | 4.33% | 11 |
|
|
2020
Q3 | $25M | Buy |
99,276
+4,980
| +5% | +$1.25M | 4.82% | 12 |
|
|
2020
Q2 | $17.7M | Buy |
94,296
+21,000
| +29% | +$3.94M | 4.78% | 11 |
|
|
2020
Q1 | $10.5M | Buy |
73,296
+34,200
| +87% | +$4.92M | 4.65% | 10 |
|
|
2019
Q4 | $6.36M | Buy |
+39,096
| New | +$6.36M | 3.19% | 14 |
|