Perennial Advisors’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$552K	Sell	2,023 -4	-0.2%	-$1.09K	0.1%	79
2025 Q1	$544K	Buy	+2,027	New	+$544K	0.11%	77
2024 Q2	$467K	Hold	1,815	–	–	0.1%	81
2024 Q1	$547K	Sell	1,815 -11	-0.6%	-$3.31K	0.13%	78
2023 Q4	$480K	Sell	1,826 -5	-0.3%	-$1.32K	0.12%	80
2023 Q3	$371K	Sell	1,831 -2	-0.1%	-$406	0.1%	84
2023 Q2	$387K	Sell	1,833 -243	-12%	-$51.3K	0.1%	84
2023 Q1	$415K	Buy	+2,076	New	+$415K	0.12%	71
2021 Q3	–	Sell	-304	Closed	-$74K	–	118
2021 Q2	$74K	Hold	304	–	–	0.02%	128
2021 Q1	$64K	Sell	304 -9	-3%	-$1.9K	0.02%	135
2020 Q4	$70K	Buy	+313	New	+$70K	0.02%	118
2020 Q3	–	Sell	-333	Closed	-$62K	–	102
2020 Q2	$62K	Buy	+333	New	+$62K	0.03%	118
2019 Q1	–	Sell	-177	Closed	-$24K	–	99
2018 Q4	$24K	Hold	177	–	–	0.02%	125
2018 Q3	$28K	Hold	177	–	–	0.02%	125
2018 Q2	$24K	Hold	177	–	–	0.01%	134
2018 Q1	$21K	Buy	177 +37	+26%	+$4.39K	0.01%	134
2017 Q4	$14K	Hold	140	–	–	0.01%	164
2017 Q3	$13K	Hold	140	–	–	0.01%	150
2017 Q2	$12K	Hold	140	–	–	0.01%	154
2017 Q1	$12K	Hold	140	–	–	0.01%	146
2016 Q4	$10K	Buy	+140	New	+$10K	0.01%	162