Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
4,650
| – | – | 0.66% | 49 |
|
|
2025
Q1 | $1.25M | Buy |
4,650
+600
| +15% | +$161K | 0.79% | 42 |
|
|
2024
Q4 | $1.35M | Hold |
4,050
| – | – | 0.79% | 43 |
|
|
2024
Q3 | $1.11M | Hold |
4,050
| – | – | 0.7% | 52 |
|
|
2024
Q2 | $1.04M | Hold |
4,050
| – | – | 0.68% | 53 |
|
|
2024
Q1 | $1.22M | Sell |
4,050
-1,813
| -31% | -$546K | 0.84% | 42 |
|
|
2023
Q4 | $1.54M | Hold |
5,863
| – | – | 1.28% | 28 |
|
|
2023
Q3 | $1.54M | Sell |
5,863
-1,640
| -22% | -$432K | 1.28% | 28 |
|
|
2023
Q2 | $1.59M | Sell |
7,503
-450
| -6% | -$95.1K | 1.38% | 22 |
|
|
2023
Q1 | $1.59M | Sell |
7,953
-1,222
| -13% | -$244K | 1.64% | 16 |
|
|
2022
Q4 | $1.22M | Buy |
9,175
+1,554
| +20% | +$206K | 1.72% | 16 |
|
|
2022
Q3 | $1.1M | Buy |
7,621
+2,574
| +51% | +$370K | 1.86% | 17 |
|
|
2022
Q2 | $833K | Hold |
5,047
| – | – | 1.28% | 25 |
|
|
2022
Q1 | $1.07M | Buy |
+5,047
| New | +$1.07M | 1.22% | 26 |
|