Guinness Atkinson Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
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|
2025
Q1 | $5.28M | Sell |
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|
2024
Q4 | $6.89M | Sell |
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|
2024
Q3 | $7.28M | Buy |
|
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|
2024
Q2 | $6.83M | Sell |
|
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|
2024
Q1 | $8M | Sell |
|
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|
2023
Q4 | $7.02M | Sell |
|
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|
2023
Q3 | $5.52M | Sell |
|
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|
2023
Q2 | $5.77M | Sell |
|
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|
2023
Q1 | $5.58M | Sell |
|
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|
2022
Q4 | $3.79M | Sell |
|
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|
2022
Q3 | $4.32M | Hold |
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|
2022
Q2 | $4.96M | Buy |
|
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|
2022
Q1 | $81K | Hold |
|
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $81K | Buy |
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|
2020
Q4 | $8K | Buy |
|