Inverness Counsel’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.34M Buy
2022
Q2
$1.97M Sell
2022
Q1
$28M Sell
2021
Q4
$62M Sell
2021
Q3
$71.4M Buy
2021
Q2
$43M Buy
2021
Q1
$27.9M Sell
2020
Q4
$49.9M Buy
2020
Q3
$45.7M Buy
2020
Q2
$33.2M Buy
2020
Q1
$11.3M Buy