HAM
Hyperion Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7M | Buy |
156,438
+19,783
| +14% | +$5.39M | 1.35% | 18 |
|
|
2025
Q1 | $36.7M | Buy |
136,655
+2,449
| +2% | +$657K | 1.44% | 16 |
|
|
2024
Q4 | $44.9M | Buy |
134,206
+1,725
| +1% | +$577K | 1.49% | 16 |
|
|
2024
Q3 | $36.3M | Sell |
132,481
-18,117
| -12% | -$4.96M | 1.39% | 18 |
|
|
2024
Q2 | $38.7M | Sell |
150,598
-20,609
| -12% | -$5.3M | 1.6% | 17 |
|
|
2024
Q1 | $51.6M | Sell |
171,207
-13,378
| -7% | -$4.03M | 2.17% | 15 |
|
|
2023
Q4 | $48.6M | Sell |
184,585
-16,853
| -8% | -$4.43M | 2% | 16 |
|
|
2023
Q3 | $40.8M | Sell |
201,438
-35,266
| -15% | -$7.15M | 1.97% | 16 |
|
|
2023
Q2 | $50M | Sell |
236,704
-28,830
| -11% | -$6.09M | 2.25% | 13 |
|
|
2023
Q1 | $53M | Sell |
265,534
-64,198
| -19% | -$12.8M | 2.76% | 12 |
|
|
2022
Q4 | $43.7M | Sell |
329,732
-26,002
| -7% | -$3.45M | 2.84% | 12 |
|
|
2022
Q3 | $51.2M | Buy |
355,734
+4,493
| +1% | +$646K | 2.97% | 14 |
|
|
2022
Q2 | $58M | Sell |
351,241
-12,684
| -3% | -$2.09M | 3.38% | 12 |
|
|
2022
Q1 | $77.3M | Sell |
363,925
-141,283
| -28% | -$30M | 3.2% | 11 |
|
|
2021
Q4 | $128M | Buy |
505,208
+111,971
| +28% | +$28.5M | 5.05% | 8 |
|
|
2021
Q3 | $107M | Buy |
393,237
+60,424
| +18% | +$16.4M | 4.82% | 8 |
|
|
2021
Q2 | $81.3M | Sell |
332,813
-32,705
| -9% | -$7.99M | 4.55% | 9 |
|
|
2021
Q1 | $77.4M | Sell |
365,518
-7,417
| -2% | -$1.57M | 5.38% | 7 |
|
|
2020
Q4 | $83M | Buy |
372,935
+140,634
| +61% | +$31.3M | 5.88% | 6 |
|
|
2020
Q3 | $58.4M | Sell |
232,301
-12,335
| -5% | -$3.1M | 5.92% | 6 |
|
|
2020
Q2 | $45.8M | Buy |
244,636
+42,573
| +21% | +$7.98M | 6.42% | 7 |
|
|
2020
Q1 | $29.1M | Buy |
202,063
+46,954
| +30% | +$6.76M | 7.03% | 6 |
|
|
2019
Q4 | $25.2M | Buy |
155,109
+76,910
| +98% | +$12.5M | 5.8% | 9 |
|
|
2019
Q3 | $11.6M | Buy |
78,199
+15,253
| +24% | +$2.26M | 3.41% | 11 |
|
|
2019
Q2 | $9.55M | Buy |
+62,946
| New | +$9.55M | 2.76% | 12 |
|