PFMU
Privium Fund Management (UK)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,205
| Closed | -$1.36M | – | 41 |
|
|
2024
Q2 | $1.36M | Sell |
5,205
-1,300
| -20% | -$339K | 0.53% | 42 |
|
|
2024
Q1 | $1.98M | Sell |
6,505
-8,506
| -57% | -$2.59M | 0.98% | 30 |
|
|
2023
Q4 | $3.87M | Buy |
15,011
+2,961
| +25% | +$764K | 2.63% | 9 |
|
|
2023
Q3 | $2.44M | Buy |
12,050
+2,217
| +23% | +$450K | 1.91% | 15 |
|
|
2023
Q2 | $2.07M | Hold |
9,833
| – | – | 1.63% | 15 |
|
|
2023
Q1 | $1.93M | Sell |
9,833
-10,000
| -50% | -$1.97M | 1.52% | 16 |
|
|
2022
Q4 | $2.63M | Buy |
+19,833
| New | +$2.63M | 2% | 10 |
|
|
2022
Q2 | – | Sell |
-5,458
| Closed | -$1.17M | – | 95 |
|
|
2022
Q1 | $1.17M | Buy |
+5,458
| New | +$1.17M | 0.66% | 30 |
|