PAA
Peregrine Asset Advisers’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-609
| Closed | -$204K | – | 165 |
|
2024
Q4 | $204K | Buy |
+609
| New | +$204K | 0.08% | 164 |
|
2022
Q3 | – | Sell |
-2,064
| Closed | -$341K | – | 67 |
|
2022
Q2 | $341K | Buy |
+2,064
| New | +$341K | 0.25% | 56 |
|
2021
Q1 | – | Sell |
-1,022
| Closed | -$227K | – | 123 |
|
2020
Q4 | $227K | Hold |
1,022
| – | – | 0.11% | 113 |
|
2020
Q3 | $257K | Buy |
+1,022
| New | +$257K | 0.14% | 82 |
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$325 | – | 131 |
|
2019
Q4 | $325 | Buy |
+2,000
| New | +$325 | 0.07% | 82 |
|