FMAEN1
Fund Management at Engine No 1’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,930
| Closed | -$2.82M | – | 99 |
|
|
2023
Q3 | $2.82M | Buy |
13,930
+1,185
| +9% | +$240K | 0.43% | 43 |
|
|
2023
Q2 | $2.69M | Buy |
12,745
+616
| +5% | +$130K | 0.5% | 44 |
|
|
2023
Q1 | $2.42M | Buy |
12,129
+1,120
| +10% | +$224K | 0.49% | 45 |
|
|
2022
Q4 | $1.46M | Buy |
11,009
+1,441
| +15% | +$191K | 0.36% | 64 |
|
|
2022
Q3 | $1.38M | Sell |
9,568
-465
| -5% | -$66.9K | 0.41% | 57 |
|
|
2022
Q2 | $1.66M | Buy |
10,033
+1,694
| +20% | +$280K | 0.44% | 53 |
|
|
2022
Q1 | $1.77M | Buy |
+8,339
| New | +$1.77M | 0.44% | 55 |
|