Perennial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $415K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $62K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $21K | Buy |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $10K | Buy |
|