Perpetual Ltd’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59M | Buy |
216,217
+206,195
| +2,057% | +$56.2M | 0.69% | 40 |
|
|
2025
Q1 | $2.69M | Buy |
10,022
+2,097
| +26% | +$563K | 0.03% | 175 |
|
|
2024
Q4 | $2.65M | Buy |
7,925
+990
| +14% | +$331K | 0.03% | 169 |
|
|
2024
Q3 | $1.9M | Sell |
6,935
-3,636
| -34% | -$995K | 0.02% | 200 |
|
|
2024
Q2 | $2.72M | Buy |
10,571
+847
| +9% | +$218K | 0.03% | 184 |
|
|
2024
Q1 | $2.93M | Sell |
9,724
-1,071
| -10% | -$323K | 0.03% | 191 |
|
|
2023
Q4 | $2.84M | Sell |
10,795
-3,628
| -25% | -$955K | 0.03% | 182 |
|
|
2023
Q3 | $2.92M | Sell |
14,423
-8,240
| -36% | -$1.67M | 0.03% | 189 |
|
|
2023
Q2 | $4.79M | Buy |
22,663
+4,886
| +27% | +$1.03M | 0.04% | 185 |
|
|
2023
Q1 | $3.55M | Buy |
+17,777
| New | +$3.55M | 0.03% | 205 |
|
|
2020
Q3 | $5.81M | Sell |
23,009
-11,183
| -33% | -$2.82M | 0.42% | 101 |
|
|
2020
Q2 | $6.41M | Hold |
34,192
| – | – | 0.6% | 45 |
|
|
2020
Q1 | $4.92M | Buy |
+34,192
| New | +$4.92M | 0.7% | 48 |
|
|
2017
Q3 | – | Sell |
-57,411
| Closed | -$4.97M | – | 191 |
|
|
2017
Q2 | $4.97M | Hold |
57,411
| – | – | 0.39% | 74 |
|
|
2017
Q1 | $4.9M | Hold |
57,411
| – | – | 0.49% | 60 |
|
|
2016
Q4 | $3.93M | Buy |
57,411
+2,583
| +5% | +$177K | 0.6% | 41 |
|
|
2016
Q3 | $3.91M | Buy |
+54,828
| New | +$3.91M | 0.32% | 80 |
|