Perennial Investment 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
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $998K | Sell |
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|
2024
Q2 | $967K | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $909K | Sell |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $872K | Sell |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $1.09M | Sell |
|
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $950K | Buy |
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|
2020
Q4 | $934K | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $306K | Buy |
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