Mivtachim The Workers Social Insurance Fund’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,300
| Closed | -$10M | – | 39 |
|
|
2024
Q1 | $10M | Sell |
33,300
-11,000
| -25% | -$3.31M | 0.97% | 24 |
|
|
2023
Q4 | $11.7M | Sell |
44,300
-44,000
| -50% | -$11.6M | 0.91% | 22 |
|
|
2023
Q3 | $17.9M | Buy |
88,300
+21,300
| +32% | +$4.32M | 1.53% | 18 |
|
|
2023
Q2 | $14.2M | Buy |
67,000
+31,000
| +86% | +$6.55M | 1.25% | 23 |
|
|
2023
Q1 | $7.19M | Buy |
+36,000
| New | +$7.19M | 0.45% | 31 |
|