PIA
Perennial Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
6,127
+264
| +5% | +$72K | 0.16% | 121 |
|
|
2025
Q1 | $1.57M | Buy |
5,863
+1,734
| +42% | +$465K | 0.18% | 107 |
|
|
2024
Q4 | $1.38M | Buy |
4,129
+482
| +13% | +$161K | 0.16% | 111 |
|
|
2024
Q3 | $998K | Sell |
3,647
-114
| -3% | -$31.2K | 0.13% | 138 |
|
|
2024
Q2 | $967K | Buy |
3,761
+117
| +3% | +$30.1K | 0.14% | 122 |
|
|
2024
Q1 | $1.1M | Buy |
3,644
+188
| +5% | +$56.6K | 0.17% | 101 |
|
|
2023
Q4 | $909K | Sell |
3,456
-286
| -8% | -$75.2K | 0.15% | 113 |
|
|
2023
Q3 | $758K | Sell |
3,742
-386
| -9% | -$78.2K | 0.14% | 128 |
|
|
2023
Q2 | $872K | Sell |
4,128
-129
| -3% | -$27.2K | 0.15% | 114 |
|
|
2023
Q1 | $850K | Buy |
4,257
+1,344
| +46% | +$268K | 0.16% | 108 |
|
|
2022
Q4 | $386K | Sell |
2,913
-43
| -1% | -$5.7K | 0.16% | 126 |
|
|
2022
Q3 | $425K | Sell |
2,956
-1,764
| -37% | -$254K | 0.19% | 102 |
|
|
2022
Q2 | $781K | Sell |
4,720
-438
| -8% | -$72.5K | 0.31% | 65 |
|
|
2022
Q1 | $1.09M | Sell |
5,158
-67
| -1% | -$14.2K | 0.35% | 57 |
|
|
2021
Q4 | $1.33M | Buy |
5,225
+220
| +4% | +$55.9K | 0.41% | 53 |
|
|
2021
Q3 | $1.36M | Buy |
5,005
+416
| +9% | +$113K | 0.48% | 42 |
|
|
2021
Q2 | $1.12M | Buy |
4,589
+106
| +2% | +$25.9K | 0.41% | 54 |
|
|
2021
Q1 | $950K | Buy |
4,483
+284
| +7% | +$60.2K | 0.38% | 63 |
|
|
2020
Q4 | $934K | Buy |
4,199
+169
| +4% | +$37.6K | 0.4% | 56 |
|
|
2020
Q3 | $1.01M | Buy |
4,030
+1,811
| +82% | +$455K | 0.51% | 41 |
|
|
2020
Q2 | $416K | Buy |
2,219
+22
| +1% | +$4.12K | 0.28% | 69 |
|
|
2020
Q1 | $316K | Buy |
2,197
+317
| +17% | +$45.6K | 0.28% | 78 |
|
|
2019
Q4 | $306K | Buy |
+1,880
| New | +$306K | 0.24% | 98 |
|