Permanens Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$5.71M Sell
2021
Q4
$8.66M Hold
2021
Q3
$9.24M Sell
2021
Q2
$8.35M Buy
2021
Q1
$5.27M Buy
2020
Q4
$3.85M Buy
2020
Q3
$347K Buy
2020
Q2
$183K Sell
2020
Q1
$252K Sell
2019
Q4
$651K Sell
2019
Q3
$891K Buy
2019
Q2
$607K Buy
2019
Q1
$475K Buy