Kemnay Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34,498
| Closed | -$11.5M | – | 25 |
|
|
2024
Q4 | $11.5M | Buy |
+34,498
| New | +$11.5M | 2.07% | 9 |
|
|
2024
Q3 | – | Sell |
-43,445
| Closed | -$11.2M | – | 24 |
|
|
2024
Q2 | $11.2M | Buy |
43,445
+587
| +1% | +$151K | 2.32% | 15 |
|
|
2024
Q1 | $12.9M | Buy |
+42,858
| New | +$12.9M | 2.48% | 10 |
|
|
2023
Q4 | – | Sell |
-46,188
| Closed | -$9.37M | – | 23 |
|
|
2023
Q3 | $9.37M | Buy |
46,188
+4,596
| +11% | +$932K | 2.8% | 13 |
|
|
2023
Q2 | $8.79M | Buy |
+41,592
| New | +$8.79M | 3.86% | 14 |
|
|
2023
Q1 | – | Sell |
-16,619
| Closed | -$2.2M | – | 24 |
|
|
2022
Q4 | $2.2M | Hold |
16,619
| – | – | 1.11% | 18 |
|
|
2022
Q3 | $2.39M | Sell |
16,619
-11,160
| -40% | -$1.6M | 0.77% | 28 |
|
|
2022
Q2 | $4.59M | Hold |
27,779
| – | – | 1.11% | 28 |
|
|
2022
Q1 | $5.9M | Sell |
27,779
-10,900
| -28% | -$2.31M | 1.05% | 27 |
|
|
2021
Q4 | $9.83M | Sell |
38,679
-6,358
| -14% | -$1.62M | 1.38% | 26 |
|
|
2021
Q3 | $12.2M | Buy |
45,037
+2,734
| +6% | +$742K | 1.6% | 21 |
|
|
2021
Q2 | $10.3M | Hold |
42,303
| – | – | 1.22% | 25 |
|
|
2021
Q1 | $8.96M | Sell |
42,303
-5,165
| -11% | -$1.09M | 1.25% | 25 |
|
|
2020
Q4 | $10.6M | Sell |
47,468
-31,723
| -40% | -$7.06M | 1.34% | 21 |
|
|
2020
Q3 | $19.9M | Sell |
79,191
-23,887
| -23% | -$6M | 2.76% | 15 |
|
|
2020
Q2 | $19.3M | Buy |
103,078
+4,850
| +5% | +$909K | 2.86% | 15 |
|
|
2020
Q1 | $14.1M | Buy |
98,228
+9,776
| +11% | +$1.41M | 3.97% | 12 |
|
|
2019
Q4 | $14.4M | Hold |
88,452
| – | – | 3.57% | 12 |
|
|
2019
Q3 | $13.1M | Hold |
88,452
| – | – | 3.36% | 14 |
|
|
2019
Q2 | $13.4M | Hold |
88,452
| – | – | 3.28% | 15 |
|
|
2019
Q1 | $14M | Buy |
88,452
+23,731
| +37% | +$3.76M | 3.01% | 16 |
|
|
2018
Q4 | $8.87M | Buy |
+64,721
| New | +$8.87M | 3.32% | 6 |
|