Perpetual Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $835K | Hold |
6,298
| – | – | 0.1% | 126 |
|
|
2022
Q3 | $906K | Sell |
6,298
-2,720
| -30% | -$391K | 0.13% | 114 |
|
|
2022
Q2 | $1.49M | Sell |
9,018
-3,432
| -28% | -$566K | 0.22% | 90 |
|
|
2022
Q1 | $2.64M | Buy |
12,450
+1,041
| +9% | +$221K | 0.33% | 80 |
|
|
2021
Q4 | $2.9M | Hold |
11,409
| – | – | 0.33% | 88 |
|
|
2021
Q3 | $3.09M | Buy |
11,409
+891
| +8% | +$242K | 0.39% | 80 |
|
|
2021
Q2 | $2.57M | Buy |
+10,518
| New | +$2.57M | 0.36% | 84 |
|
|
2021
Q1 | – | Sell |
-908
| Closed | -$202K | – | 220 |
|
|
2020
Q4 | $202K | Buy |
+908
| New | +$202K | 0.03% | 219 |
|