Panoramic Capital Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
1,087
-25
-2% -$6.8K 0.21% 46
2025
Q1
$271K Buy
1,112
+446
+67% +$109K 0.28% 40
2024
Q4
$223K Buy
+666
New +$223K 0.2% 50