Makena Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-56,106
| Closed | -$14.4M | – | 40 |
|
|
2024
Q2 | $14.4M | Buy |
56,106
+11,874
| +27% | +$3.05M | 3.34% | 8 |
|
|
2024
Q1 | $13.3M | Sell |
44,232
-7,287
| -14% | -$2.19M | 3.1% | 10 |
|
|
2023
Q4 | $13.6M | Buy |
+51,519
| New | +$13.6M | 3.07% | 10 |
|
|
2021
Q1 | – | Sell |
-17,603
| Closed | -$3.92M | – | 47 |
|
|
2020
Q4 | $3.92M | Buy |
17,603
+4,001
| +29% | +$890K | 2.18% | 23 |
|
|
2020
Q3 | $3.42M | Sell |
13,602
-2,899
| -18% | -$728K | 2.01% | 24 |
|
|
2020
Q2 | $3.09M | Buy |
+16,501
| New | +$3.09M | 1.89% | 27 |
|