KA
Kerrisdale Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,384
| Closed | -$1.98M | – | 71 |
|
|
2025
Q1 | $1.98M | Sell |
7,384
-3,722
| -34% | -$999K | 0.83% | 26 |
|
|
2024
Q4 | $3.71M | Sell |
11,106
-4,935
| -31% | -$1.65M | 1.25% | 19 |
|
|
2024
Q3 | $4.39M | Sell |
16,041
-610
| -4% | -$167K | 1.49% | 19 |
|
|
2024
Q2 | $4.28M | Buy |
16,651
+3,690
| +28% | +$949K | 1.34% | 25 |
|
|
2024
Q1 | $3.9M | Sell |
12,961
-9,508
| -42% | -$2.86M | 1.23% | 25 |
|
|
2023
Q4 | $5.91M | Buy |
22,469
+3,526
| +19% | +$928K | 1.76% | 22 |
|
|
2023
Q3 | $3.84M | Buy |
+18,943
| New | +$3.84M | 1.22% | 30 |
|
|
2023
Q2 | – | Sell |
-1,955
| Closed | -$391K | – | 87 |
|
|
2023
Q1 | $391K | Sell |
1,955
-11,425
| -85% | -$2.28M | 0.12% | 79 |
|
|
2022
Q4 | $1.77M | Buy |
13,380
+3,500
| +35% | +$464K | 0.53% | 49 |
|
|
2022
Q3 | $1.42M | Sell |
9,880
-47,013
| -83% | -$6.76M | 0.35% | 51 |
|
|
2022
Q2 | $9.39M | Buy |
56,893
+23,547
| +71% | +$3.89M | 2.96% | 8 |
|
|
2022
Q1 | $7.08M | Sell |
33,346
-40,031
| -55% | -$8.5M | 2.16% | 17 |
|
|
2021
Q4 | $18.6M | Sell |
73,377
-53,936
| -42% | -$13.7M | 3.85% | 11 |
|
|
2021
Q3 | $34.5M | Sell |
127,313
-47,370
| -27% | -$12.8M | 3.74% | 11 |
|
|
2021
Q2 | $42.7M | Buy |
174,683
+70,426
| +68% | +$17.2M | 3.83% | 6 |
|
|
2021
Q1 | $22.1M | Buy |
104,257
+33,100
| +47% | +$7.01M | 1.69% | 28 |
|
|
2020
Q4 | $15.8M | Buy |
71,157
+46,157
| +185% | +$10.3M | 1.23% | 30 |
|
|
2020
Q3 | $6.28M | Buy |
25,000
+15,000
| +150% | +$3.77M | 0.47% | 44 |
|
|
2020
Q2 | $1.87M | Buy |
+10,000
| New | +$1.87M | 0.21% | 52 |
|
|
2019
Q1 | – | Sell |
-5,000
| Closed | -$685K | – | 31 |
|
|
2018
Q4 | $685K | Buy |
+5,000
| New | +$685K | 0.42% | 20 |
|