Kiwi Wealth Investments Limited Partnership’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-210,805
| Closed | -$42.7M | – | 11 |
|
|
2023
Q3 | $42.7M | Buy |
210,805
+159,098
| +308% | +$32.3M | 4.66% | 9 |
|
|
2023
Q2 | $10.9M | Hold |
51,707
| – | – | 0.68% | 41 |
|
|
2023
Q1 | $10.3M | Sell |
51,707
-6,016
| -10% | -$1.2M | 0.67% | 41 |
|
|
2022
Q4 | $7.65M | Sell |
57,723
-27,488
| -32% | -$3.64M | 0.51% | 54 |
|
|
2022
Q3 | $14.1M | Hold |
85,211
| – | – | 0.97% | 22 |
|
|
2022
Q2 | $14.1M | Buy |
85,211
+31,627
| +59% | +$5.22M | 0.97% | 22 |
|
|
2022
Q1 | $11.4M | Buy |
53,584
+19,332
| +56% | +$4.1M | 0.61% | 38 |
|
|
2021
Q4 | $8.7M | Buy |
34,252
+22,084
| +181% | +$5.61M | 0.41% | 70 |
|
|
2021
Q3 | $3.3M | Sell |
12,168
-38,639
| -76% | -$10.5M | 0.17% | 151 |
|
|
2021
Q2 | $12.4M | Buy |
50,807
+31,925
| +169% | +$7.8M | 0.64% | 46 |
|
|
2021
Q1 | $4M | Sell |
18,882
-4,230
| -18% | -$896K | 0.23% | 117 |
|
|
2020
Q4 | $5.14M | Sell |
23,112
-25,117
| -52% | -$5.59M | 0.3% | 95 |
|
|
2020
Q3 | $12.1M | Buy |
48,229
+37,532
| +351% | +$9.43M | 0.85% | 28 |
|
|
2020
Q2 | $2M | Sell |
10,697
-44,724
| -81% | -$8.38M | 0.16% | 153 |
|
|
2020
Q1 | $7.98M | Buy |
+55,421
| New | +$7.98M | 0.8% | 37 |
|
|
2019
Q4 | – | Sell |
-17,724
| Closed | -$2.63M | – | 185 |
|
|
2019
Q3 | $2.63M | Sell |
17,724
-10,656
| -38% | -$1.58M | 0.21% | 120 |
|
|
2019
Q2 | $4.31M | Sell |
28,380
-27,188
| -49% | -$4.13M | 0.38% | 80 |
|
|
2019
Q1 | $8.8M | Sell |
55,568
-14,772
| -21% | -$2.34M | 0.8% | 38 |
|
|
2018
Q4 | $9.63M | Sell |
70,340
-6,298
| -8% | -$863K | 1.01% | 27 |
|
|
2018
Q3 | $12.2M | Sell |
76,638
-29,622
| -28% | -$4.71M | 1.15% | 21 |
|
|
2018
Q2 | $14.5M | Buy |
106,260
+47,288
| +80% | +$6.45M | 1.38% | 20 |
|
|
2018
Q1 | $6.86M | Buy |
+58,972
| New | +$6.86M | 0.68% | 46 |
|
|
2014
Q4 | – | Sell |
-62,990
| Closed | -$3.62M | – | 67 |
|
|
2014
Q3 | $3.62M | Sell |
62,990
-8,200
| -12% | -$472K | 0.34% | 61 |
|
|
2014
Q2 | $4.14M | Buy |
+71,190
| New | +$4.14M | 0.42% | 47 |
|