SG
Sienna Gestion’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
48,728
+4,653
| +11% | +$1.16M | 0.83% | 26 |
|
|
2025
Q1 | $11.5M | Sell |
44,075
-5,282
| -11% | -$1.38M | 0.93% | 25 |
|
|
2024
Q4 | $16.5M | Hold |
49,357
| – | – | 1.11% | 15 |
|
|
2024
Q3 | $13.5M | Buy |
49,357
+8,914
| +22% | +$2.43M | 0.9% | 31 |
|
|
2024
Q2 | $10.4M | Sell |
40,443
-50
| -0.1% | -$12.8K | 0.92% | 31 |
|
|
2024
Q1 | $12.2M | Buy |
+40,493
| New | +$12.2M | 1.05% | 16 |
|