Miura Global Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,400
Closed -$2.34M 40
2019
Q4
$2.34M Buy
+14,400
New +$2.34M 0.4% 37
2019
Q2
Sell
-100,000
Closed -$15.8M 27
2019
Q1
$15.8M Sell
100,000
-185,000
-65% -$29.3M 2.71% 14
2018
Q4
$39M Sell
285,000
-15,000
-5% -$2.05M 9.96% 2
2018
Q3
$47.7M Buy
300,000
+25,000
+9% +$3.98M 8.79% 2
2018
Q2
$37.5M Buy
275,000
+120,000
+77% +$16.4M 8.86% 2
2018
Q1
$18M Buy
+155,000
New +$18M 3.59% 13